Seeking Alpha
26 Oct 2026, 13:06 UTC · 3h ago
The AI Selloff Is Close To A Bottom: I'm Buying It
Impact · against what's priced in
The article provides no new fundamental catalysts for the listed AI names, as its bullishness is based on existing infrastructure trends and upcoming earnings that the market is already anticipating. For the hyperscalers and Micron, the author's conviction aligns with assumptions already baked into current valuations, resulting in no material price impact.
- MU+0.00
Already priced in
- The price assumes
The current AI-driven surge in DRAM and HBM demand
The author cites surging AI infrastructure demand for Micron as a reason for conviction, but the market already pays for the current HBM3E sell-out through 2027.
What MU's price assumes · Sep 9
