BofA hoy sobre $MU como top pick, recomienda compra con PT de $ 1550: "Investors remain skeptical about pricing durability, supply additions and customer concentration. We believe the market is underestimating the transition toward longer-duration agreements and more predictable pricing. As memory evolves from a cyclical commodity to a strategic AI enabler, multiples should expand". "We expect global cloud and AI infrastructure capex to approach $1.5T by 2027, up another 40-50% YoY, supported by continued token growth, agent adoption and supply-constrained infrastructure. Importantly, hyperscaler focus remains on maximizing utilization and growth rather than optimizing depreciation".
View on X ↗