The Memory Inversion: Exploiting Micron's Algorithmic AI Valuation Fracture
Source: SeekingAlpha
2026-03-31 10:12:22 ET
I mark a Strong Buy rating to Micron Technology, Inc. ( MU ) stock with a ~$689 target. The -9.9% selloff to $321.8 (at the time of writing) exposes a huge algorithmic mispricing. I mean that Wall Street values MU stock as a spot-market cyclical ( 6.18x FY26 P/E ), and it is ignoring Micron’s shift into a de-risked AI infrastructure asset....
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The Memory Inversion: Exploiting Micron's Algorithmic AI Valuation Fracture
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