MU · Micron Technology, Inc.
Memory-chip maker (DRAM/HBM) riding the AI-driven memory supercycle
Risiko 6/10 · MODERATE-HIGH RISK · memory-cycle boom · $1,017 ▲ 6.10%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $1,017
- Market cap $1.15T
- P/E (ttm) 22.99
- Div yield 0.05%
- 52-wk range $128.40 – $1255.00
- Index rank #10 / #12
Wichtigste Risiken
- Memory cycle rolls over from record pricing (Shareholders) — HIGH
- Samsung and SK Hynix capacity race floods HBM supply (Shareholders) — HIGH
- AI capex slowdown hits demand at the peak (Shareholders) — MED
- China market access and export restrictions (Shareholders) — MED
Fazit
Ride the HBM supercycle if you like, but size it like a trade: memory cycles have never spared shareholders who overstayed.
Recherche, keine Anlageberatung.