It’s fascinating how Samsung p

It’s fascinating how Samsung posting record quarterly earnings somehow triggers "peak AI demand" fears. If anything, it proves the cash flow and demand in the memory sector are entirely real. Micron’s own bullish guidance hasn't changed.

The 4.7% slide below $950 feels much more like macro noise (Iran/oil macro pressures) and institutional profit-taking after a massive run rather than a structural breakdown of the AI supercycle. For long-term investors, periods of "crowded-trade unwind" usually offer the best entry points. I'm viewing this as a healthy rotation and a potential buying opportunity for MU.

Micron Rebounds 1.1% After Selloff — Is It Time to Buy the Dip?

Micron (MU) edged up 1.11% to $94.9, stabilizing after a steep multi-day memory sector selloff. Sentiment is shifting, with media asking whether now is the time to "buy Micron and SanDisk like there's no tomorrow," as both MU and Ford landed on the Zacks Rank #1 Strong Buy list. However, the cancellation of a $13B AI data center project casts a shadow over demand. Is this stabilization a second entry point in a memory supercycle, or a dead-cat bounce?

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