Meridian Daily News

Micron and the High-Memory Gamble: Is This Time Actually Different?

By Evelyn Hartwell · 6 min read

FINANCE

Sanjay Mehrotra doesn’t look like a man who gambles.

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For years, if you bought Micron, you were essentially betting on the price of milk.

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But walk through the logic of the current market.

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The biggest mistake people make when looking at MU stock is treating it like a standard semiconductor play.

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When Nvidia’s Jensen Huang stands on stage, he’s talking about Micron.

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But the real kicker is the order book.

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