What was said about Micron Technology

The host remains strongly positive on Micron's long-term investment prospects because memory supply is constrained and multiyear contracts support revenue visibility. His immediate stance is defensive: he has reduced exposure historically and is currently pausing additions.

The host calls Micron an extreme buy following its sharp decline. He believes political restrictions will only modestly slow infrastructure development and will not eliminate persistent memory demand or scarcity.

The host endorses Micron as a good investment and recommends retaining some exposure for diversification. He favors SpaceX more heavily but argues that Micron's American identity provides a structural advantage among memory investments.

Micron is considered substantially undervalued over a year, supported by hard-to-replicate memory technology and market positioning. The host distrusts its short-term trading behavior and sees considerable downside risk before the long-term thesis plays out.

Host expects Micron shares to rise roughly 2.5x as part of his broader bullish AI-memory thesis, also referencing a separate brief arguing Chinese memory competition won't pressure Micron lower.

The host argues Micron's selloff contradicts evidence of persistent memory shortages and high prices. He includes Micron among undervalued stocks expected to rise over the medium term.

The host presents Micron as an investment beneficiary of expanding AI compute infrastructure. He argues that profitable frontier model economics enable sustained spending by infrastructure customers and explicitly includes Micron in his concluding bullish investment pitch.

The host considers Micron exceptionally undervalued and expects its shares to reach $2,000 within twelve months. His bullish thesis rests on AI memory demand and advantages from US-based supply, but he repeatedly warns that severe volatility can overwhelm leveraged positions.

The host calls Micron a screaming buy and expects its share price to reach $2,000 within 12 months. He considers its valuation unusually cheap and sees its buyback program as supportive, while acknowledging further short-term selling is possible.

The host calls Micron a buy and expects AI-related demand to drive the stock to $2,000. He acknowledges that near-term volatility can be severe and warns against margin.

The host has initiated half of his intended Micron position and believes the stock is bottoming near its current level. He treats its recovery from an early decline as encouraging but acknowledges that renewed panic could produce substantial further downside.

The host describes Micron as part of a favorable investment environment and reports initiating a substantial position that he may increase further. He argues that concerns about the company conflict with strong demand and constrained supply.

The host calls Micron deeply oversold and an attractive potential core holding. He expects substantial stock upside because the memory cycle and AI-driven demand should last longer than investors currently assume.

The host regards Micron as undervalued with strong earnings prospects and expects shares to exceed $2,000 within 12 months. He has expanded exposure through short puts but acknowledges sharp downside and unusually high volatility.

The host considers Micron exceptionally undervalued and expects its stock to recover toward 2000 within the next year. He argues that sustained memory demand and contracted future revenue undermine fears of a conventional memory-cycle collapse, but acknowledges extreme short-term downside risk.

The host includes Micron in his bullish long-term AI-stock thesis but reports losing money on a trade. He praises its fundamentals and buybacks while saying its stock behavior is too erratic for him to trade effectively.

The host considers Micron deeply undervalued and views the day's decline as an opportunity caused by misinterpreted OpenAI revenue reporting. He expects a quick recovery but recognizes broader market risk.

The host endorses his substantial bullish Micron exposure through short puts and regards the recent sharp decline as excessive. He celebrates the subsequent rebound but only attributes the $3,000 target to an analyst.

The host considers Micron substantially undervalued following strong earnings and expects its favorable business conditions to persist. He reports substantial exposure through short puts, exceeding his NVIDIA exposure on a net basis.

The host views Micron as dramatically mispriced because persistent AI memory shortages create favorable demand and supply conditions. He expects the shares eventually to reach $2,000 while warning that volatility could produce a rapid fall to $700.

The host considers Micron undervalued despite strong earnings and believes AI memory supply concerns support its investment case. He argues that long-term contracts reduce some of the uncertainty associated with the company's cyclical business.

Joe calls Micron 'completely undervalued' amid a broader semiconductor rally, though he does not give a specific price target or timeframe.

Asked how a pause on AI development would affect his Micron position, the host suggested Micron would see a short-term crash from market panic but would remain fine longer-term due to continued massive inference compute buildout. He views Micron as less exposed than Nvidia to any AI-pacing fallout.

Joe groups Micron with the broader memory/semiconductor space that he expects the market to overreact against once fears of an AI training buildout halt spread, likely by around 2028. He separately notes Micron dropped on news of an Intel-funded RAM manufacturing venture that he views skeptically.

Jo argues Micron is irrationally oversold given its earnings trajectory, calling it a 'screaming buy' and 'generational buying opportunity' despite a brutal short-term selloff with no fundamental justification. He notes the stock trades at a very low forward P/E despite projected massive earnings growth through 2029.

Joe views Micron's sell-off as irrational given surging DRAM/HBM demand that is expected to outstrip supply well into 2028, and believes the stock trades at an absurdly cheap valuation relative to its earnings power. He holds Micron as his biggest personal position and plans to keep it through upcoming Fed and earnings catalysts.

The host expects Micron to rebound after the memory-stock unwind if the broader market holds up. He distinguishes strong expected business profits from the risks created by leveraged ownership.

The host praises Micron's reported results and expects another revenue beat next quarter. He nevertheless argues that cyclical earnings and margins are unlikely to remain sustainable, limiting the valuation investors will pay and creating eventual downside risk.

The host expects excellent upcoming earnings and guidance from Micron. His longer-term view is bearish because he expects investor interest in semiconductor stocks to collapse during the next down cycle.

The host sees Micron as a late-cycle memory stock whose profits will peak in 2027. He believes current profitability can mislead investors into buying before a prolonged period of disappointing returns.

Micron's decline is presented as a rotation-driven and seasonal setback. A return of investor demand for semiconductor shares could bring the stock back toward record highs.

Micron is expected to rebound alongside AMD, with the host assigning an 80% probability to revisiting roughly $1,200. He gives progressively lower odds to $1,500 and $2,000 and warns that unusually strong memory pricing will eventually reverse.

The host explicitly describes higher hyperscaler capital spending as bullish for Micron and memory suppliers. He supplies no share-price target or deadline.

Micron has already benefited enormously from AI infrastructure spending and could remain strong if the spending cycle continues. The host nevertheless expects its stock price to peak in 2026, ahead of a later earnings peak.

The host describes Micron as a bargain following volatility in memory stocks. He believes forced selling has created attractive hardware valuations despite strong AI spending.

Kevin calls Micron a bargain after leveraged memory trades unwound. He believes depressed hardware valuations contrast with growing AI spending.

Kevin argues Micron is deeply undervalued at a roughly 0.33 PEG ratio. His illustrative valuation allows a substantial cyclicality discount yet still implies a value five times its current level.

Kevin expresses a mildly bearish investment view on Micron, citing concerns about the long-term competitiveness of US manufacturing. He also discusses the broader risk that memory capacity expansion eventually creates oversupply.

Kevin is cautious about Micron because investors may be reaching peak memory pricing growth and anticipating weaker terminal earnings growth. He treats its post-earnings decline as a negative influence on the broader technology market despite an apparently cheap valuation.

Micron's exceptionally high margins make its low forward earnings multiple misleading, according to the host. He expects commodity supply and demand dynamics to undermine profitability and presents a normalized-margin valuation with approximately 80% downside.

Micron's current AI-driven memory boom echoes its historical boom-bust cycles, where overbuilding capacity previously led to heavy losses (including as recently as 2023). The host doubts this time is different and is avoiding the stock at its current $1.1 trillion valuation.

The host expects Micron to report good earnings as his base case. He cautions that strong results could push Treasury yields higher and hurt the broader market, even if they benefit Micron.

The host reacts to a bullish Bank of America note projecting a path to $236 EPS by 2030 for Micron, but pushes back, arguing the implied earnings growth rate is not particularly impressive and that without multiple expansion the stock's upside is limited. He remains skeptical that the current pricing-driven memory boom is sustainable long-term.

The host expects Micron to hold a strong position in high-bandwidth memory over the next five years. He questions whether that advantage can become a durable moat beyond the current AI demand cycle.

Nash expects established memory producers to enjoy five years of strong profitability while competitors build capacity. Micron is his preferred US-listed exposure because its high-bandwidth memory serves AI data centers.

Micron is framed as a key supplier of high-bandwidth memory in the AI compute chain, benefiting from strong order backlogs stretching to 2027-2029, but the hosts caution against full conviction given the stock's 40% pullback and general hardware-sector uncertainty.

Discussing the wild volatility tied to a hedge fund liquidation and Korean market gyrations, the guest argued that memory stocks, including Micron, remain fundamentally undervalued despite the recent margin-driven selloff. He attributed the sharp drawdown to leverage and margin calls rather than deteriorating fundamentals.