How Schwab Network’s view on $MU changed

Your next name is also up by about 5.5 percent here . We are talking about Micron. It has seen significant upward movement during most of the first half of the year here. Over the past 52 weeks, Micron's stock has risen by 511 %.

Although my last guest said she felt some concern and caution regarding the memory sector at the moment. So, what's your take on Micron, Charles?

Now we know what Micron is going to sell for the next 3 years.

Like I think Micron has the advantage of being a US-based company with production in the US. I mean, we've seen Micron grow their EPS from, you know, $7 last year to $240 per share. It's It's It's The growth is insane.

Uh their revenues were going to probably reach 300 billion in the next year or so. So, I think the reality is this will continue to be an important player in in the AI buildout.