Micron Is Rebounding. Why Goldman Prefers These Memory Stocks.

Impact · against what's priced in

The article provides no catalyst for Micron, as Goldman Sachs' suggestion that rivals offer better value merely reinforces the market's current hesitation to price in Micron's long-term earnings reset.

MU−0.05

Already priced in

The price assumes

The idea that memory supply will remain a bottleneck through the end of the decade

Goldman Sachs' view that rivals may offer better value aligns with the market's current refusal to pay for Micron's extreme long-term earnings power or sustained pricing power beyond 2027.

What MU's price assumes · Sep 9

• semiconductors
• valuation
• MU
• ai chips
• goldman sachs
• memory chips

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