If you’re thinking about buying Micron, just remember it’s a super-cyclical stock. Memory prices (DRAM/NAND) go up and down like crazy, and when they drop, Micron’s profits get wrecked fast.
Competition is tough too — Samsung and SK Hynix can flood the market and ki-l pricing. Plus, demand from PCs/phones is always shaky, and any slowdown hits Micron hard. And don’t forget the U.S.–China tension stuff… that can mess with chip sales and supply chains real quick.
Great upside with the whole AI bo-m, but definitely not a smooth ride.