Micron Stock: Why I'm Doubling Down

Kumquat Research16.22K FollowersFollow5ShareSavePlay(11min)Comments(7)SummaryMicron Technology, Inc. stock has fallen by over 20% from recent highs.Despite some momentum headwinds, MU is poised for another move higher.I expect the persistent memory shortage driven by outsized AI demand to continue.

Getty Images Micron Technology, Inc.'s (MU) wild ride has continued the last few weeks. Shares spiked to all-time highs leading up to a highly anticipated earnings report, only to fall precipitously the last few days. There are aThis article was written byKumquat Research16.22K FollowersFollowTo follow me click the "Follow" button! (Easy right?)And check out my Substack for stock analysis made fun and easy! I just posted my top stock pick of 2026 :)https://kumquatresearch.substack.com/ Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my first year of college. I have a double degree in finance and computer science, have passed all three levels of the CFA exam, and currently work in fintech as a data engineer. Finding the time to write becomes more difficult by the day, but whenever I do I'm reminded why I became interested in the first place: the Seeking Alpha community is unparalleled in its diversity of opinion and its sophisticated, insightful userbase. In that vein, I encourage you to comment your thoughts on my articles or message me directly for anything at all. I truly enjoy reading each and every one! Articles written and comments posted by Kumquat Research are NOT financial or investment advice, and only express his opinion. Do your own due diligence!JeremyAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.