In this clip from the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down Micron’s ($MU) blowout earnings and why the stock still dropped, diving into what the market may be missing. They explore Google’s ($GOOG) new AI efficiency breakthrough and explain why increased efficiency doesn’t necessarily reduce demand, but might actually accelerate it.
The guys zoom out to the bigger picture of exponential AI growth, with insights on how rapidly improving technology is driving even greater need for chips and memory. Hamid also shares why he’s continuing to buy josh groban Micron, walks through the company’s margins, cash flow, and steve witkoff valuation, and explains his long-term bull case.
NOTE: This content is not investment advice. Always do your own research.
Watch the full travel warning episode here:
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