Micron stock faces cyclical risks despite investor optimism

seekingalpha.com

Micron stock is advised to be sold due to underestimated cyclical risks, despite investor optimism. The company's valuation and significant capital expenditures, projected near $20 billion by FY2027, amplify downside risk if the memory market cycle reverses or competition increases. HBM revenue is crucial for Micron's growth, and the current upcycle is not immune to historical memory business volatility.


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Micron stock faces cyclical risks despite investor optimism | News Minimalist