Micron (NASDAQ:MU) looks expensive if investors only focus on the chart, but the earnings story tells a different tale. Revenue is accelerating, margins are surging, and forward valuation still looks surprisingly low for a company tied to one of AI’s most important bottlenecks. That creates the key tension: hidden opportunity or overheated AI trade?
Stock prices used were the market prices of May 4, 2026. The video was published on May 11, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.