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Deep Tide TechFlow message: On July 27, according to BlockFlow KOL opinion aggregation platform monitoring, Micron Technology (MU) fell 4% in a single day to $920.95, and multiple KOLs are bullish against the trend.
Among them, TradexWhisperer said Micron benefits from the AI infrastructure cycle; DRAM spot prices have risen 700%, and data centers consume 70% of global memory output. It also noted that South Korea’s memory supply chain signed $950B in orders before 2030, and Micron holds a key position in the HBM (high-bandwidth memory) track.