This Growth Stock Is Down 20% in the Great Rotation. I Think That's a Mistake.
View original at finance.yahoo.comThis Growth Stock Is Down 20% in the Great Rotation. I Think That's a Mistake. Artificial intelligence (AI) stocks have been leading the market higher for the past few years, but investors hit the emergency brake in 2026, sending many tech stocks suddenly tumbling…
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The move into value and small-cap stocks is not necessarily a bad move with great bargains in the space
60% confidenceMicron is the best bargain among tech stocks after the rotation
60% confidenceLong-term HBM contracts will raise the floor on the DRAM market and make it less cyclical
60% confidenceInvestors are clearly questioning Micron's earnings sustainability despite strong current performance
60% confidenceMicron issued robust guidance
60% confidenceMicron's stock looks like a buy after this dip due to the new floor and secular growth trends in AI infrastructure
60% confidenceAll three big DRAM makers are working to sign longer-term contracts for HBM of between three and five years with base volume commitments
60% confidenceThe current DRAM cycle does not look like an ordinary DRAM cycle due to HBM structural drivers
60% confidence