Serenity: Micron Technology Signs Long-Term Memory Agreement with Qualcomm; AI Storage Stock Decline May Stem More from Deleveraging Pressure

Odaily Planet Daily News "White-haired Stock God" Serenity stated that today Micron ($MU) announced the signing of a long-term memory supply agreement with Qualcomm ($QCOM), but the market reacted somewhat unexpectedly, with Micron's stock price subsequently falling by 5.37%.

Serenity believes that against the backdrop of the AI industry chain continuously signing long-term supply agreements to lock in future demand, there are currently no obvious signs of fundamental deterioration in memory and AI-related stocks themselves.

He indicated that the recent sector adjustment is more likely to stem from a chain reaction caused by the market deleveraging process and margin pressure, rather than a reversal in AI demand or the storage industry trend.

Serenity pointed out that as AI infrastructure construction continues to advance, upstream and downstream players in the industry chain are strengthening supply security through long-term agreements. Short-term market volatility may reflect capital flow and valuation adjustments more than a change in the long-term growth logic.