Micron's Bold Bet On AI Memory

Business Performance and Market Trends - Micron Technology has underperformed the broader market since the last coverage [1] - The analysis focuses on Micron's Q3-FY24 business performance and its investments in DRAM and NAND technologies [1] Analyst Background and Investment Approach - The analysis is provided by Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform [1] - Yiannis Zourmpanos has a background in external/internal auditing and consulting, with experience at Deloitte and KPMG [1] - The investment style focuses on GARP/Value stocks, prioritizing high-quality, reasonably priced businesses with strong moats and growth potential [1] - The approach emphasizes fundamentals, a margin of safety, and a long-term investment horizon of 5-7 years [1] Disclosure and Independence - The analyst has no stock, option, or derivative positions in the mentioned companies and no plans to initiate such positions within the next 72 hours [2] - The article expresses the analyst's own opinions and is not influenced by compensation or business relationships with the mentioned companies [2]