How Jose Najarro Stocks’s view on $MU changed

2026-09-14Bullish

“Jensen Huang Just Destroyed the Biggest AI Bear Case!!”analysts mentioned in episode

Memory demand exceeding supply through the decade supports a bull thesis for MU.

At the end of this episode, they believe that memory crunch is still going to it's not going to be solved this decade. So, it's interesting that it might seem scary for memory investors, but at the end, they ended up saying that the kind of memory demand is not going to be solved this decade. So, that's still extremely bullish for them.

Watch the source12:33

2026-08-26Bullish

“NVIDIA Q2 EARNINGS CALL | THE FUTURE OF AI STOCK INVESTORS!!”

MU is undervalued at ~$900 vs logical value >$1,000 due to Nvidia supply chain visibility and future buybacks.

And and they them and SKHix and I think Micron are the only three companies in the world that have that bigger rule of 40 which is I mean it speaks to what Palanteer is doing but it's also because those are hardware companies.

there there's there's a reason why Micron and the Neil clouds are up after hours, right? That's a it's a good find, Jose.

Watch the source42:56