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Why Micron Beats SanDisk

SanDisk (SNDK) looks very good. But Micron (MU) looks better right now. JR Romero explains:

AI stocks have been in meltdown mode, with names like Lumentum (LITE), Cerebras Systems (CBRS), and Ciena (CIEN) getting hit hard.

But JR is opting to look at this situation like Warren Buffett.

He wants to buy when others are fearful.

And based on his valuation work, he believes Micron is the way to go.

JR also goes over:

  • Why the selloff is healthy going into earnings season
  • What to watch with this week's CPI and PPI report
  • Why you can't just rely on the same old stocks and strategies

He also explains why you must focus on what is freaking moving – something he elaborates on in this other video: