Buy MU by Oct 23, 2026.

I’m still very bullish on Micron and memory in general , but only main concern I have around MU’s long term bull case is the thesis rests a lot on AI models needing more and more memory. When you look at what Kimi 3 and deepseek have managed to do with far less hardware power and performance, it makes me wonder if that assumption will continue to hold? Chinese labs keep getting forced to optimise because they cannot just throw …