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Micron's AI Demand, Explained 🤖

Should you buy Micron or avoid it?

August 31, 2025

Early Bird Prime for August 31, 2025

Micron Technology $MU ( â–¼ 0.45% ) is up 36.28% in 2025, thanks to strong results and insatiable demand for artificial intelligence. The company is a leader in producing computer memory and data storage.

Last week, Micron got a shiny new badge of approval from CLSA, which initiated research coverage with an Outperform rating and a $155 price target. Why, you ask? Well, Micron is apparently sitting pretty, ready to capitalize on the demand for high-bandwidth memory from AI customers. 

While AI growth is hot right now, there’s a catch. Micron’s margins could take a hit if competition decides to crash the party or if demand drops. And let’s not forget, Micron’s business is cyclical, with revenue and profits changing depending on supply-demand swings in the memory market.

Some analysts predict a potential AI downturn as early as late 2026 to early 2027. 

And given that Micron’s stock is nearing all-time highs, can the momentum really keep up?

Should you buy Micron’s stock in 2025 or avoid it right now? Here’s the answer:

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