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“Micron is the new M in the MAG7”
@markminervini
Tesla is being rotated out of the Magnificent 7 narrative as Micron's AI-driven earnings power eclipses Tesla's stalling growth story.
TSLASHORT@ $380.07
$313.18+17.60%
since call Jun 25
peak +20.5%
in postLONG
“Micron is the new M in the MAG7”
@markminervini
Micron's blowout earnings and AI memory supercycle make it a Magnificent 7 caliber stock poised for further re-rating.
MULONG@ $1,238.82
$815.19-34.20%
since call Jun 25
TIMESTAMPS
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