Hamid(@hamids):The irony and ridiculous nature of the market in the short-term is this: $MSFT has gained nearly the value of a whole $MU in 3 days due to excitement around AI. Yet, Micron, who will likely make more profits than Microsoft in the next year, is valued at around $900 Billion. If AI is exciting for Microsoft, it should be doubly exciting for Micron.

Hamid

@hamids

Founder/CEO of Savvy Trader & Earnings Hub CoHost of BuyHoldRant Podcast: My portfolio & trades - near realtime:

参加 September 2008

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Hamid@hamids

2026.08.03 18:23

The irony and ridiculous nature of the market in the short-term is this: $MSFT has gained nearly the value of a whole $MU in 3 days due to excitement around AI. Yet, Micron, who will likely make more profits than Microsoft in the next year, is valued at around $900 Billion. If AI is exciting for Microsoft, it should be doubly exciting for Micron.