Micron: Be Greedy And Buy The AI Panic

Micron Technology, Inc. shares have slumped due to AI-related fears and political developments, but I view the sell-off as overdone. I see the Democrats' midterm sweep and Coreweave's financing issues as minor risks, with current valuation more than compensating for them. MU delivered a strong earnings beat last quarter, yet market sentiment has soured on AI stocks, driving MU's shares down 22% in a week.