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Micron Update, Must Watch - Noise or True Signals? Will these stories impact the stock on Monday?

Автор: Kevin Gerrity

Загружено: 2026-02-21

Просмотров: 2756

Описание: #Micron #MUStock #Netlist #Semiconductors #Investing #AIBoom #StockMarket2026

Micron Update, Must Watch - Noise or True Signals? Will these stories impact the stock on Monday?

Is the Micron rally finally hitting a wall? This week, two major bombs dropped: a 15% tariff landscape that’s reshaping the chip war and a crushing legal defeat against Netlist that could cost Micron over $1.3 Billion.

In today’s video, we are cutting through the panic to separate the noise from the true signals. While the headlines scream "liability," the underlying data shows a different story about Micron’s U.S. dominance and the AI memory "super-cycle."
What we’re covering:
• The Netlist Verdict: The U.S. Appeals Court just upheld the $445M judgment. I’ll break down why "willful infringement" means this could triple next week—and what it means for MU's HBM3e margins.
• The 15% Tariff Reality: President Trump’s latest semiconductor levies are here. Is this a tax on Micron, or a massive barrier that actually kills their foreign competition?
• My Game Plan: How I’m positioning my portfolio for Monday’s opening bell.
Don't let the headlines trade for you. Get the facts, understand the macro, and stay ahead of the curve.

✅ ABOUT ME ✅
My name is Kevin Gerrity and on this channel I teach you about stock investment opportunities.  I will work hard to bring you the latest stock updates, hottest trends and key insights. I have two goals with this channel - to keep you updated with the latest stock and investment news and to provide value to you with my insights.

COMMENT DISCLAIMER: I WILL NEVER CONTACT YOU IN ANYWAY (ON ANY PLATFORM). IF YOU GET CONTACTED BY ANYONE CLAIMING TO BE ME, IT IS NOT ME. FOR EXAMPLE, COMMENTS SHOWING WHATSAPP NUMBERS ARE NOT ME. ADDITIONALLY, PEOPLE HAVE THE ABILITY TO CALL YOU USING AI TECHNOLOGY SO IT SOUNDS LIKE ME. THIS AGAIN IS NOT ME. NEVER WILL I CONTACT YOU IN ANY WAY. PLEASE DO NOT CLICK ON ANY LINKS IN THE COMMENT SECTION BELOW. DO NOT RESPOND OR INTERACT WITH ANYONE ON ANY PLATFORM CLAIMING TO BE ME OR WORKING ON MY BEHALF - THEY ARE SCAMMERS.

DISCLAIMER:
This video is for educational purposes only. Please do your own research before making any decisions with your money.  I will not be held liable for any losses or gains you may experience.  I am not your financial or investment advisor.  This is completely educational content and should be taken as such - the views expressed in the content are opinions.  Nothing on this channel should be taken as a recommendation to buy a particular stock or other investment asset.  The information shared on this channel is not indicative of future results.  Analyses are not absolute and are prone to change in accordance with present and future market events.  Please do all of your own research before you buy any stock or financial investment.

AFFILIATE LINKS:
Some of the links in this description are paid affiliate links.  I will potentially receive a small commission if you click on the links and sign up.  Thank you for your support!

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Micron Update, Must Watch - Noise or True Signals? Will these stories impact the stock on Monday?

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