Micron – the storage champion supported by the AI supercycle, looking like a bargain after the pullback!

In my view, the market is at a classic turning point where fear overshadows the fundamentals. Midterm election jitters under President Donald Trump, rising oil prices, persistent inflation, and the US Federal Reserve's interest rate meeting have triggered a broad sell-off that has also affected fundamentally strong tech stocks. I believe this is exaggerated: The operational reality of the AI economy is advancing from record to record, even as prices retreat. The driver behind this is a supercycle of historic proportions . PwC forecasts global...