$MU

MU benefits from memory demand exceeding supply driven by AI agents; expected to perform well long-term.

BullishHe framed it in years
“Billion Dollar Day 💰: Miss 4 Days = Miss Everything”
InvestAnswersPublished Sep 22 · 2 passages
13:34/ —Open the source video

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Micron up 16%, Broadcom 5.4%, Nvidia 8%, Apple 3%, Google 1.7%.

But City now is talking a lot about memory. They're talking about SSD demand up about 53% in 2027. and another 41% in 2028 because of all of the AI agent requirements to remember stuff like for example Grock in my car I can ask Grock say what's the name of my dog it will remember even though I haven't mentioned the name of my dog for 3 months it has that memory where is it coming from well Micron Skinx SanDisk etc all of that knowledge is stored and again NAND memory memory.

All this type of memory, HBM memory, the demand for it far exceeds the supply. These three companies here will continue to do very well over the years. And two of them are uh a big part of my portfolio.

What this channel has said about $MU

InvestAnswers has 6 calls on this stock; only the adjacent ones are shown.

2026-09-24Bullish
Memory. Uh, a little bit of a reminder. Things are getting desperate in the memory front of absolutely sold out into 2027. Prices are going through the roof. There simply isn't enough memory out there and there's no way of making it and tightness may last. If a customer goes and orders 10 billion dollars worth of memory, they'll be lucky if they get half of that order. And there are tons of supply contracts that are unfulfilled. That's why if you have a close relationship and you're a big player like an Elon Musk ordering a crap ton of memory from these players, he said in a public call a few months ago, he thanked Micron directly because they are fulfilling his need. But all the other players aren't getting their need fulfilled because they didn't have the foresight around the supply crunch. Again, memory is not going away. So part of the story is if you're thinking about investing in the core weaves and the blue owls and the blue oceans and whatever else out there, the oracles, just invest in memory. The risk reward is insane, at least for now. Let's watch this through 2028.
Quote at 11:30 ›
2026-09-22BullishThis one
Micron up 16%, Broadcom 5.4%, Nvidia 8%, Apple 3%, Google 1.7%.
2026-09-16Bullish
Right now it is slightly down but remember the QQQ is driven by Nvidia Tesla Micron all those names and that's what you need to look at to understand where this thing is going.
Quote at 04:08 ›
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