Can Micron Survive a 40% Drop in Memory Prices?

Source The Motley Fool

Micron (NASDAQ:MU) is generating extraordinary earnings, and its latest guidance makes the stock look surprisingly inexpensive. Long-term customer contracts, substantial cash reserves, and strong demand for AI memory could help protect its profits. But how much protection would investors really have if memory prices fell?

Stock prices used were the market prices of Oct. 20, 2026. The video was published on Oct. 22, 2026.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
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