Micron Technology shares have pulled back 19% from their June highs as the market recalibrates expectations for AI hardware spending. Despite the cooling sentiment, the company maintains a strong competitive position with $100 billion in multiyear customer agreements and a pivot toward high-margin data center infrastructure.
Bullish
🤖 62%
Micron's AI-driven memory demand and long-term supply constraints suggest 70% upside by 2030, but the easy money has already been made.