Micron: Memory Revenue Is Turning Structural — Trade the Durable Upside
Memory demand from AI infrastructure looks less cyclical and more structural than consensus assumes. Micron's scale in DRAM and NAND for cloud and data-center customers, a clean balance sheet and $26.2B in free cash flow give it staying power. This trade idea lays out an actionable long with entry, stop and target, plus the key catalysts and risks …