$Micron Technology(MU)$ The AI

$Micron Technology(MU)$ The AI sector seems unusually cheap right now. Profits are soaring, yet stock prices are stagnant, which feels like a reverse bubble compared to the typical market frenzy. The issue isn't the technical charts; it's driven by public sentiment. The dominant emotion isn't hype, but fear and anger over potential job displacement, making this one of the most psychologically resisted technological shifts. This rejection acts as an anchor, artificially holding down valuations. It's creating a market anomaly where earnings growth is outpacing price appreciation, pushing forward P/Es into the low teens. Once this widespread fear subsides, it's worth considering how high the sector could potentially go.

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