MU is a strong buy; the speaker holds a heavy position due to attractive valuation (low PEG) and robust recent financial performance.

Last but not least is one that I've talked about a lot on this channel recently and that I'm invested pretty heavy and honestly, if you look at the ETFs you're invested in, most of the growth ETFs, even things like the S&P 500, total US stock market, and definitely anything that has to do with AI or memory, this one's at the top and it's still cheap based off of PEG ratio and many other metrics as well. This one's none other than Micron.

Micron reported record fiscal Q3 revenue of 41.5 billion dollars up 346% year-over-year with an 84.6% gross margin. Management guided to approximately 50 billion dollars of revenue and an 86% gross margin for Q4.

Multi-year strategic customer agreements could also make this memory cycle more durable than previous cycles.