Long NVIDIA-Backed Data Center Growth Fuels Micron Earnings Trade
about 1 month ago
Speaker
"Micron is expected to blow out its earnings and could cross 175 at the open tomorrow. Every earnings report over the past two years backed by growing data center demand justifies adding to my position."
The speaker issues a trade call for Micron Technology (MU), forecasting a strong earnings beat driven by increased demand in AI data centers. With the stock already rising from around $89 to the mid-$160s, the call is to capitalize on an anticipated further run, making it a viable long-term bullish play.
Scores
Alpha Potential
8.0/10
Novelty
8.0/10
Credibility
8.0/10
Timeliness
10.0/10
Overall
8.4/10
Sentiment
Bullish
Conviction
High
Tier
Trade Call
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Episode Information
Episode:
Nvidia’s $100B OpenAI Deal, Trump’s H-1B Visa War, Disney's Kimmel Saga, & Apple’s Big Comeback
Source:Market Mondays
Published:
September 23, 2025
Idea Type:
Earnings Preview