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Summary
- Micron’s AI-aligned HBM strategy may extend the cycle, but structural optimism must be balanced against NAND softness and rising capex risk.
- Watch for pricing language, capex tone, and 2026 visibility in the Q3 earnings call to guide tactical exit timing.
- Long-term upside exists, but this is a sentiment-led trade in a cyclical wrapper. Discipline matters more than conviction here.
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Since my last analysis of Micron (NASDAQ:MU), the stock has gained 19% in price.
As investors gear up for Micron's Q3 FY2025 earnings, it’s important to look through the surface optimism to understand the underlying
Analyst’s Disclosure:I/we have a beneficial long position in the shares of MU, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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