Should You Sell Micron (MU) at Its Peak? AI Memory Boom Analysis
Is it time to sell Micron at its recent high? Explore the structural AI memory boom, Wells Fargo's target adjustment, and supply limits. When towering waves crash against the shore, those who doubt the lighthouse stop sailing, while those who understand its architecture hoist their sails even higher. Beneath the anxiety of investors shaken by the illusion of a peak always lies the existential dread of an "end." Core Analysis 1. The Illusion of the Peak and Wells Fargo's Objective Gauge While the public gaze remains fixated on stock prices breaking all-time highs, Wall Street analysts focus on the acceleration of earnings working behind the numbers. Recently, major financial institutions including Wells Fargo have maintained their overweight ratings on Micron while slightly lowering their price targets. This move is far from a simple expression of pessimism. It aligns precisely with the economic law of diminishing marginal utility. While the absolute scales of rev...