Alpha Pick on Micron (MU) - Buy the Dip Opportunity

21 days ago

Host

"Uh, Micron, it's an alpha pick just in fact. Uh it's in the ProQuan portfolio. This is a quality name. And Hamid, who again is up 105% in his portfolio with like nine names, is putting his money where his mouth is. He was researching it basically on earnings hub and and the insane revenue growth. The more I look into Micron, the more impressive their numbers are. A PE of just 25, trailing 12-month revenue growth of 45% and a sold out 2026 capacity. Uh what is going on? It's about to have the Nvidia explosion. And he basically had already up 3% of his portfolio in."

The host presents Micron (MU) as an alpha pick with a strong buy-the-dip setup. He emphasizes its solid fundamental metrics, including a low PE of 25, robust 45% trailing revenue growth, and a fully booked 2026 capacity, along with a potential catalyst from Nvidia. His discussion combines both technical and fundamental analysis, noting that despite some technical stretch, the underlying business strengths justify an immediate entry opportunity.

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