Memory demand exceeding supply through the decade supports a bull thesis for MU.
BullishHe framed it in years
“Jensen Huang Just Destroyed the Biggest AI Bear Case!!”
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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.
What this channel has said about $MU
Jose Najarro Stocks has 2 calls on this stock; only the adjacent ones are shown.
2026-09-14BullishThis one
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.
2026-08-26Bullish
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.
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