Seeking Alpha Stays Bearish on Micron Despite Strong Earnings — SkimNews
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- Seeking Alpha argues that strong Micron earnings don't change its bearish thesis, per the primary article's headline.
- Cross-coverage fractures the picture: Jim Cramer told Yahoo Finance Micron's boom-and-bust cycle is gone "at last," while Barron's flagged the stock wobbling on chip-cycle and margin concerns and Ars Technica reported memory executives expect a RAM shortage to persist through 2028.
Why it matters: Micron posted strong earnings, yet Seeking Alpha's refusal to flip bullish exposes how unresolved the cycle debate remains — with Cramer celebrating the end of boom-bust dynamics while memory executives warn supply stays tight through 2028, leaving the stock's near-term direction genuinely contested rather than settled.
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