Buy MU by Mar 19, 2026.

Micron’s latest earnings beat expectations across revenue margins and guidance driven largely by strong HBM demand from AI This suggests memory bandwidth may be a real bottleneck as AI scales That said MU remains cyclical and risks around oversupply valuation and AI capex slowdowns haven’t gone away Trying to understand whether this is a true inflection point or just another strong cycle Interested in counterarguments Disclosure: I hold MU