“Micron is a cheap way to ride the unstoppable compute spending wave, getting hit by Iran fear that has nothing to do with it.”
“The megatrend that I see is like humanity is just gonna spend more on compute than before. So I'm looking at ways to gain exposure to that. And some of them are discounted right now. The simplest one is Micron stock”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.