Serenity: Micron Signs Long-Term Memory Supply Agreement with Qualcomm; AI Storage Stock Declines May Be More Due to Deleveraging Pressure

Odaily reported that "White Hair Stock God" Serenity stated that today Micron ($MU) announced the signing of a long-term memory supply agreement with Qualcomm ($QCOM), but the market reaction was somewhat unexpected, with Micron's stock subsequently falling 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 stated that the recent sector adjustment is more likely due to a chain reaction caused by market deleveraging and margin pressure, rather than a reversal in AI demand or storage industry trends.

Serenity pointed out that as AI infrastructure construction continues to advance, upstream and downstream players in the industry chain are strengthening supply assurance through long-term agreements. Short-term market fluctuations may more reflect adjustments in capital flows and valuations, rather than a shift in long-term growth logic.