Micron's Earnings Beat Triggers a Memory-Chip Stock Selloff
2 videos · 1 channel · score 3.3k
Micron Technology is expected to beat guidance by roughly 18% on AI-driven DRAM/NAND demand, but when the report lands, the stock instead drops 17% from its peak (over 6% on the day), which the creator attributes to the historical cyclicality of memory-chip prices and fears of a repeat of the 2023 downturn.
View volume · log scale
The coverage — 2 videos
The Memory AI Stock Collapse is STARTING
Micron's 17% peak-to-trough drop and 6% single-day decline despite strong earnings signal a memory chip cyclical bust, echoing the 2023 crash, as creator warns of overvaluation akin to oil commodities.
![WARNING: Massive Chip Stock Catalyst WEDNESDAY [Watch Now]](/_next/image?url=https%3A%2F%2Fimg.youtube.com%2Fvi%2FWTFGa5dKN5U%2Fmqdefault.jpg&w=3840&q=75)
WARNING: Massive Chip Stock Catalyst WEDNESDAY [Watch Now]
Micron Technology's upcoming earnings report is expected to beat guidance by 18%, with the creator arguing the stock is undervalued at a forward P/E of 19.2 and could reach $2,500 per share based on AI-driven DRAM and NAND price hikes outpacing shipment growth.