- Entry
- $803.63
- Now
- $832.41 +3.6%
- Target
- $1,500.00
- Score
- —
There has been explosive number of posts, comments, coverage, and articles on the memory sector. Using real numbers and sources, I want to dissect and chime in on trending topics including: 1) Capex concern 2) cyclical nature of semi sectors 3) AI bubble **1) CAPEX concern- with brief recap on today's CISCO earning report** The loudest argument against MU right now is the massive capex. People see 750+billion being poured into AI arms race and are rightfully concerned that Micron …
— ORIGINAL POST ·
Let's dissect MU stock risks
· r/investing
· May 14, 2026