HERE IS HOW INVESTORS CAN WIN FROM THE RAGING BATTLE ABOUT THE SEMICONDUCTOR MEMORY
By Nigam Arora & Dr. Natasha Arora
A classic bull-bear battle is raging about semiconductor memory especially about semiconductor memory maker MU.
- Bears contend that semiconductor memory is a commodity. Just like any commodity, semiconductor memory is subject to boom-bust cycles.
- Bulls contend that MU has upgraded its products and is no longer a commodity company.
- Bulls contend that MU is a very cheap stock in this very expensive market.
- Bears contend that MU deserves to be cheap because of the boom-bust nature of its products.
- Bulls contend that demand for semiconductor memory is increasing rapidly due to 5G and more automation in vehicles.
August 12, 2021