SMH Favorite Names++ Coverage: Q3 2025 Edition - Micron Technology, Inc.
3 months ago
Irrational Analysis
"MU (update): Botched HBM4 strategy using internal DRAM-based logic vs competitors' superior foundry nodes. Nvidia raised speed req to 11 Gbps from 8; MU claims samples delivered but likely uneconomical parametric yield. SK Hynix better investment with superior risk/reward & P/B valuation."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
SMH Favorite Names++ Coverage: Q3 2025 Edition - Micron Technology, Inc.
Source:
Irrational Analysis
Published:
September 28, 2025
Idea Type:
Stock Idea