$Micron Technology(MU)$ It always comes down to how many eyeballs are on the stock. Micron's earnings won't be out until June, so adrelanie junkies are looking to put their capital elsewhere. I still think it's one of the best stocks out there: 1) looking at the PE, it's one of the cheaper stocks in the S&P 500, it's trailing most semi stocks, and we're seeing a structural shift as the company focuses more on AI versus consumer goods. Management keeps beating forward guidance, and AI is doing particularly well. Not sure what else investors can expect—I don't buy the whole CAPEX rhetoric! To make money, you have to spend money; simple rule.
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