How Meet Kevin’s view on $MU changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo3 entries
2026-09-21Bullish
“SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!”
Bullish for MU due to sold-out HBM capacity across major DRAM makers, though commodity pricing may peak by end of 2027.

The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."

which is actually bullish for high bandwidth memory like your skinex's or your micron

Direction flip
2026-08-26Bearish
“Nvidia Stock Earnings (And Salesforce, Veeva, & Crowdstrike) LIVE”
Speaker avoids owning MU due to skepticism about long-term (decade) memory price robustness, despite short-term strength in AI demand.

What are the chances the AI buildout goes to 2K for Micron? feel the case is stronger than before, but it feels so um you know what really shot up the memory stocks was leverage in Korea.

I hate to say it, I don't love playing off of leverage, but I think what drives a lot of the memory cycle right now is I will show you hold on in our stock tab. I believe it is under the Nvidia tab when we were prepping for the Nvidia earnings.

Direction flip
2026-08-24
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