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Large capex expansion above $250B signals durable demand growth and potential margin uplift for MU; could support higher valuation if execution proves durable. Near-term growth slowdown and sector rotation create upside cap.
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Micron's shares have fallen, but analysts see a buying opportunity as the company expands U.S. capacity with capex above $250 billion. The move signals a longer-term bull case for memory demand, even as investors worry about peak semiconductors and slower MU growth in the near term. The key question is whether the capex translates into meaningful revenue and margin gains over the next 2-3 years.
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