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

[@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

[@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 🙂

[@ktran991]

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

[@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!!!!

[@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

[@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!

[@cobblehillmartin1]

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

[@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.

[@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.

[@sanjesco]

Great info, as usual… thanks

[@geordiehawkins7372]

great update on MU

[@T-1000v3ai]

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

[@FatOldman3832]

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

[@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.

[@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?

[@mshparber]

What about their New York plant?

[@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

[@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

[@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!

[@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.

[@sirus312]

Pure storage gang!!!

[@positvechao]

These bots are insane

[@KenjiEspresso]

You dudes like it. Ok. Big help lol.

[@Papercutzem]

Avgo update please what a winner.

[@chipstockinvestor]

Just did one last week

[@UziGameGP]

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

[@mambocowboy]

Micron is a tease.

[@raymondjackson-h3u]

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

[@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