Another Micron Crash - Time to Buy the AI Stock Dip For 2025?

[@5milemacc737]

I bought the dip around 85, thx for breaking down the quarter and outlook. I think their more cyclical sales verticals (PC, automotive, etc) should see a trough in '25. let's hope so.

[@ktran991]

Thanks for the information! As for the shirts, are we to try to find some images in them?

[@rkenseth]

I've been in an out of MU over the years. Not to trade it but own for the long haul. It's too cyclical so I have given up on it. Good luck to those that buy it.

[@KenjiEspresso]

Cool story bro 😂

[@RK-um9tu]

Got out of MU 6 months ago to purchase Broadcom Best decision I made this year...

[@marshallj2415]

agreed

[@rm3450]

Thanks for video! Building PC's for years, Micron makes good RAM.

[@RegiOLobo]

I love you guys. Your videos are informative and not hard to watch.happy holidays!

[@fabriziob7664]

So also lam is cyclical as MU or does it manufacture also devices for a less cyclical industry? I want to start studying lam since it seems interesting

[@patrickchristen1169]

Nice Gretsch guitar in the background.

[@DaJakeB]

It might be simple, but Micron has always bottomed in stock price when at or close to Book Value. Just going to wait until we get close, and if we don’t, then oh well!

[@GeorgeO-84]

sold Micron at a few weeks ago, a while after your Micron video. Thank you for that. I bought Pure Storage around the same time before the jump (just wish I bought more). Thank you for that as well 🙂

[@cobblehillmartin1]

What I heard was Pure Storage to test $100 before mid year......:)

[@mshparber]

Just bought some more MU and sold Put options if it goes a bit down I will buy more. The valuation is AWESOME right now!!!!

[@silambarasanbalasubramani8577]

While AVGO is monetizing it's Semiconductor IP which Ceo says it has Boat load, I doubt the OG's AMD and Qualcomm who have a container ship load of IP will be idle in 2025.

[@geordiehawkins7372]

great update on MU

[@FatOldman3832]

Another great video with a lot of good content. Thanks, you two are the best.

[@sanjesco]

Great info, as usual… thanks

[@mikedang413]

Thank you ❤👍!

[@kbone369]

Why did lam research drop after micron earnings then if the cap ex spend was good news for them?

[@doodoostoo90]

Just a dumb reaction from the market is my guess.

[@T-1000v3ai]

just let me know when the world won't need memory any more.

[@EvenWaysMusic]

I think Micron are invaluable for ALL Ai applications for the rest of the decade. Need for higher capacity and faster memory is an absolute requirement for Ai

[@mshparber]

What about their New York plant?

[@Jay-sf4zj]

Chinese fabs such as CXMT and YMTC accounted for ~40-50% of the "Fab Five's" revenue these past couple of years. This extra DDR4 and NAND supply is hurting Micron and now they are ramping DDR5. Buying Micron is essentially a bet on their HBM performance more than offsetting the weakness in all their other markets due to the emergence of Chinese competition.

[@sorcerybird]

Paisley underground! ❤

[@hcai370]

Can you please do a video on ACLS. It has taken a big hit also in 2024.

[@chipstockinvestor]

We've done multiple updates recently

[@hcai370]

@ ohok which video was the most recent. Thanks

[@positvechao]

These bots are insane

[@KrustyKlown]

Investors seemed to ignore the huge data center growth MU business.. in 1-2yrs total revenue growth will start accelerating.

[@aas55]

Respectfully why own now if the revenue won’t accelerate for 1-2 years?

[@azulsimmons1040]

Micron is too cyclical for my tastes. I've watched that stock rise and fall so often that it feels like an oil stock.

[@dylancalandro5161]

Micron is set up to be one of the best performing stocks through 2025 - 2027! These prices are a Christmas miracle 😍 will have a nvidia type run

[@skippydmb]

That would be helpful!

[@bryanmclaughlin1048]

I don't think so but I'm sure you'll do fine buying micron. There are 2 other big players that do the same exact thing unlike nvidias market.

[@shannonoliver7992]

Should I YOLO?

[@UziGameGP]

No chance stop dreaming

[@edmundjordan]

Yeah, it's a miracle if you bought on the back end of earnings. Otherwise, not so much.

[@sirus312]

Pure storage gang!!!

[@fazal1101]

You always don’t give a clear view on any stock . I feel you both don’t want to commit yourselves to any firm recommendation .

[@chipstockinvestor]

That's because we aren't giving anyone a recommendation, we're sharing our research and our personal view of businesses

[@KenjiEspresso]

You dudes like it. Ok. Big help lol.

[@Papercutzem]

Avgo update please what a winner.

[@chipstockinvestor]

Just did one last week

[@mambocowboy]

Micron is a tease.

[@UziGameGP]

Too cyclical, so much so rlthat the clown CEO has no clue what will happen next quarter.

[@damiandamiano3651]

Dont..... Its a trap

[@raymondjackson-h3u]

I like micron ut it doesn't like me unlucky for me

[@shannonoliver7992]

Love the playfulness; it makes me happy. Maybe you two will finally stop sucking the life out of the room. 🤣 Or how did they phrase it? "Literally, sucking the life out of the room. 😂"The paisley is popping, Nick. Maybe Micron is cheap for a reason. Great update!!! Thanks!