Buy MU by Sep 23, 2026.

At the time, the thesis was pretty straightforward for me. I was looking for exposure to the memory cycle turning, especially with DRAM and HBM pricing dynamics starting to stabilize and demand signals from AI related infrastructure beginning to pick up. MU stood out because it wasn’t just a AI hype name. It was a direct beneficiary of something more structural. Memory becoming a bottleneck again after a long downcycle. What really pushed me to size in was a combination …