How Worried Should Investors Be About Micron Right Now?
Alex Sirois's 247wallst.com article weighs whether investors should worry about Micron Technology after its stock fell 7% to $795.23, a drop that followed a Democrat winning the Texas governor's race on a pledge to halt new data centers. The piece notes strong fundamentals—fiscal 2026 revenue of $133.19 billion, an 87% gross margin, and committed fiscal 2027 shipments—alongside the view that policy now drives the stock, and recommends watching state data center legislation, hyperscaler spending, and whether fiscal Q1 margin lands near 86.25%.
