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IBRAHIM!!
IBRAHIM!!
$MU at roughly 6× earnings suggests the market may still be treating Micron as a peak-cycle AI memory play rather than a potentially extended upcycle. 📈 Strategic customer agreements, strong HBM demand from $NVDA, $AMD and custom accelerators, plus limited new capacity until 2028 could keep supply tight. If earnings remain resilient, the current valuation could leave room for further re-rating. 👀 #OctoberRateHikeOdds #MicronEarningsAhead #US30YYieldBreaks5.6%

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