The storage stocks have risen so much, and now everyone's biggest concern is one issue Can it continue to rise? Micron's financial report last week gave a strong answer Q3 revenue was $41.46 billion, with an adjusted EPS of $25.11, and next quarter revenue guidance of approximately $50 billion. The most crucial thing is that the overall company's revenue increased by 74% month on month Micron's next-generation HBM4 core revenue has exceeded $1 billion in a single quarter, and its capacity ramp up speed has doubled (100% growth). Currently, its HBM capacity has been rapidly expanding and directly locked in orders until 2027 At least from this financial report, it can be seen that AI's demand for storage has not stopped yet But the market has already risen significantly before, and we can't just look at Micron in the future. We also need to see if Hynix can catch up next month If Hynix's orders, prices, and gross profit margins continue to be strong, there is still room for imagination in the AI storage line If it cannot be connected, it may turn into a short-term positive realization I did a round of MU investment research in IUX24 this time The overall overview of IUX24 includes functions such as financial calendar, stock filter, and market heat map. I mainly use them to see if funds are continuing to stick together in semiconductors or if there are already differences Its AI sentiment analysis can help filter out market noise and see if positive financial reports are recognized by market sentiment In addition to regular data, the stock analysis page can also view dark pools, real-time news, supply chain, and changes in holders What I think is more practical here is that in the MU supply chain network, we can see the rise and fall linkage of 137 companies, and the holder structure can also see the changes in the chips of institutions, insiders, and politicians Finally, I will ask the AI investment research assistant inside to analyze the rationality of MU's current stock price valuation and provide market long and short views -The bulls are looking at Micron's leading position in HBM and the continued order support brought by AI infrastructure, combined with rising consumer electronics prices, cash flow, and revenue growth, indicating that there is still room for premium in the current cycle -The concern of bears is that the storage industry has too much cyclicality, and the boom period may lead to excessive expansion of production. In addition, the current stock price is already higher than the analyst's target price. Once the profit growth rate slows down in the future, the high valuation is likely to amplify the volatility After reading this information in IUX24, my judgment on Micron has become clearer and I will continue to hold observations Compared to flipping through news and data everywhere, IUX24 is like an AI investment research signal center, which can put financial reports, funds, emotions, news, chips and other information together for viewing Interested friends can try it out, especially for mainlines that have gone through one round of price increase and started to diverge. It will be much more comfortable to use tools to clarify the information first entrance: https://www. (iux24.com)/? utm_source=Influencer&utm_medium=cpc&utm_campaign=Jason23818126&utm_id=Jason23818126