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Micron Q4: HBM Growth Continues in 2025, Upgrade to Strong Buy (NASDAQ:MU)

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Lighting Rock Research profile picture

I am a growth oriented investor who conducts fundamental research. Long-term focus, independent thinking. I prefer companies with deep moats and high recurring sales growth. Disclosure: Hunter Wolf and I work on the same investment team. I am writing here independently.

Analyst Disclosure: We have/have a beneficial long position in MU shares either through holding shares, options or other derivatives. I wrote this article myself and it expresses my own opinions. I receive no compensation for this (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Looking for Alpha’s reveal: Past performance is no guarantee of future results. No recommendation or advice is given to determine whether any investment is suitable for any particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, a US broker or investment adviser, or an investment bank. Our analysts are third-party authors that include both professional and individual investors who may not be authorized or certified by any institute or regulatory body.

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