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Posted by
Two Blokes Jun 26 -
Filed in
Stock
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Micron Technology is breaking out of its cyclical stock mold, driven by unprecedented AI-fueled demand and disciplined supply management. Strong Q3 results, with revenue up 37% year-over-year and continued margin expansion, reinforce my buy rating and outlook for further upside. AI-driven data center demand is doubling, and Micron's proactive supply controls are stabilizing margins and reducing risk of oversupply cycles.
