Parkev Tatevosian, CFAPublished 2026-09-13
“Should You Buy Micron Stock Instead of Nvidia? | MU Stock vs. NVDA Stock”
$MUBullish
MU is a buy with 36% upside to $1,395, but less preferred than NVDA due to lower moat and 2028 pricing risk.
Nvidia and Micron are two of the companies benefiting most from the huge increase in spending on creating data centers. Micron's revenue increased by more than 4 x in its most recently completed quarter from the same time last year, while Nvidia's revenues have soared to approach $303 billion.
What they said to watch for