Seeking Alpha
06 Nov 2026, 15:00 UTC · 2h ago
Don't Waste This Tech Crash
Impact · against what's priced in
The article provides no new fundamental catalysts for the mentioned stocks, as the author's bullishness on Micron is based on a valuation reset that the market has already largely incorporated. The commentary on semiconductor multiples and technical indicators suggests a potential floor, but does not challenge the core assumptions regarding AI demand or earnings power.
- MU+0.00
Already priced in
- The price assumes
The current AI-driven surge in DRAM and HBM demand
The author's decision to add to Micron following a selloff is based on the sector's valuation resetting to earlier levels; however, the market already pays for the current AI-driven demand and HBM3E sell-out through 2027.
What MU's price assumes · Sep 9
