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Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Key takeaways
- Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
- San Disk's 858% YTD surge and Lam Research's forward P/E of 55 make both prime candidates for the correction Tan expects.
- Micron's forward P/E of 7 signals market skepticism about sustaining peak earnings, with HBM4 pricing and hyperscaler capex the key variables to watch.
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron? Danielle Liverance Thu, July 2, 2026 at 8:45 PM GMT+7 5 min read MU LRCX 005930.KS 000660.KS NVDA Quick Read Lorraine Tan warns that Micron, which has surged 305% year to date, faces a 20 to 30% correction as Samsung and SK Hynix supply floods the memory market.
San Disk's 858% YTD surge and Lam Research's forward P/E of 55 make both prime candidates for the correction Tan expects.
Micron's forward P/E of 7 signals market skepticism about sustaining peak earnings, with HBM4 pricing and hyperscaler capex the key variables to watch.
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