The AI Investor
@The_AI_Investor
Portfolio up ~30x since 2023 | Join Patreon or Substack to read my research and trades | Not investment advice |
参加 September 2020
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Melius Research raised Micron PT to $1,100 from $700 and keeps a Buy rating on the shares.
Ben Reitzes of Melius Research raised PTs most on Micron Technology and SanDisk, citing long-term agreements and memory as a key AI bottleneck, with valuation multiples likely expanding toward HDD peers as AI demand stays strong.
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