What we want to see next week from one of Jim Cramer's 6 stocks to buy
Why now
Thesis: Micron holds leverage into earnings on tight memory supply
Catalyst to watch: Micron earnings and guidance
Main risk: Memory cycle could turn, ending the tailwind
Why it matters
Memory supply constraints give Micron pricing leverage into earnings, a key semiconductor cycle signal.
Details
Micron has all the leverage heading into earnings as memory supply constraints persist. But how long will this favorable cycle last?
Sources
- cnbc · 2026-09-25 19:40 UTC