Micron is still one of the most undervalued companies in the entire AI trade and the CEO just explained exactly why that…
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-05-25
Milk Road AI argues Micron remains the most undervalued AI-trade stock, citing CEO Sanjay Mehrotra's explanation that new memory supply will take years to arrive and validate the bullish thesis.
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Extraction
Topics: semiconductor-supplyai-infrastructurememory-chipssemiconductor-investing
Claims
- Micron is one of the most undervalued companies exposed to the AI investment theme.
- CEO Sanjay Mehrotra addressed when new memory supply enters the market, a critical variable for semiconductor investors.
- Supply constraints in memory chips are expected to persist for multiple years, supporting Micron's pricing power.
Key quotes
Micron is still one of the most undervalued companies in the entire AI trade and the CEO just explained exactly why that stays true for years (Save this).
CEO Sanjay Mehrotra was asked the most important question in semiconductor investing right now, when does new supply [arrive].