A.I. Storage Price Hikes & Demand Benefit MU, Data Centers Biggest Question Mark
Schwab Network · Schwab Network
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Show Notes
Matthew Bryson with Wedbush says Micron's (MU) earnings will be all about the guidance. He believes price increases in dRAM and demand for storage chips will open a wide runway for Micron's growth. The biggest uncertainty for Matthew lies in the data center outlook, as a demand pullback can hit Micron. Tom White offers an example options trade for the A.I. chipmaker ahead of the company's earnings.
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