Buy MU by Aug 22, 2026.

Been doing some digging lately, looking for names that aren’t riding the AI hype wave but still have solid fundamentals. NOT: NFA Here’s what caught my eye: **1. Micron (MU)** Right in the middle of the HBM memory demand story powering AI servers. Yet it’s trading at a forward P/E of \~12. Same theme as a lot of pricey names out there, but priced like a boring cyclical. Maybe the market doesn’t trust the cycle this time, but I think …