Buy MU by Aug 5, 2026.

Been investing through multiple market cycles for over a decade, and lately I’ve been noticing a pretty interesting disconnect within the memory and semiconductor space that I don’t see many people talking about in depth A lot of high-flying AI-related memory names have run up heavily based purely on momentum and sector hype, with stretched valuation metrics across the board. Meanwhile Micron has stayed relatively muted in comparison, holding a much lower P/E ratio and far cleaner EPS fundamentals than …