Schwab Network on $MU (Nov 6, 2026)
Cautious on Micron: it is a long-term name that has not yet proven it is non-cyclical, and until it proves it is not cyclical, caution holds. Memory stocks have had a lot of success this year, but some fell roughly 50% early in trading; Micron is no newcomer, having been around a very long time.
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There has been a lot of success in memory stocks this year. Thus, early in the trading , we saw a decline of approximately 50% in some of these stocks, also known as " AI casino" stocks in the memory field .
so let's take a step back and look at names like Micron, These are long-term names that have not yet proven to be non-periodic, period . I know I'm going to get a lot of hate mail for saying this, but until they prove they're not cyclical,
I'm not saying they're newcomers, although Micron has been around since I was an analyst a very, very, very long time ago.
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