Shay Boloor(@StockSavvyShay):$MU is pushing back on the idea that memory is heading toward overbuild with CEO saying “We see no end when supply catches up with demand.” That confidence is backed by 5-year customer agreements committing to take Micron’s supply with options to extend even further.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.08.23 12:09

$MU is pushing back on the idea that memory is heading toward overbuild with CEO saying “We see no end when supply catches up with demand.” That confidence is backed by 5-year customer agreements committing to take Micron’s supply with options to extend even further.

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