Episode 217: Micron Signals 2025 Will Be A Great Year to Be A Chip Stock Investor
Description
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Micron (MU stock) just signaled it will have a good 2025 -- and that other semiconductor stocks might as well. Nick and Kasey discuss why, and how Micron's surging sales bode well for the whole industry.
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
Chapters:
00:00 Micron's Business Segments and Growth
02:43 Memory Market Outlook for 2024-2025
03:32 Supply and Demand Dynamics
05:55 Semiconductor Industry Segments
08:40 Micron's Capital Expenditures
09:59 Investment Insights: Micron vs. Lam Research
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Nick and Kasey own shares of Lam Research
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