Entry: Trump investing up to $500bn in AI infrastructure but MU as part of the production seems to have lagging effects.
Catalysts:
1. Good analysts rating
2. Forward guidance for 2025Q2 has already been revised downwards in December earnings report => hence potential disappointments have already been priced in
3. P/E below industry average
Risk:
1. Insiders have been selling the past 1 year, which may indicate the lack of confidence; But they only make up 0.3% whereas financial institutions make up 70% of it. Good analyst ratings should therefore hold more weightage.
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