The inclusion of MSTR and PLTR in the Nasdaq-100 may lead to increased demand and potential short-term price appreciation due to index fund purchases. However, it’s essential to consider each company’s fundamentals and market position.
$Micron Technology(MU)$ This reflects anticipated weaknesses in consumer markets, including PCs and smartphones, as well as softness in the auto and industrial sectors. Despite these challenges, Micron remains optimistic about growth in AI-related markets, particularly in high-bandwidth memory (HBM) for AI data centers, which is projected to grow significantly.