Tim Bohen Still Bullish on Micron (MU): Thesis ‘Hasn’t Changed’

Bullish Gator

Tim Bohen explains why his bullish stance on Micron (MU) remains intact, highlighting memory demand, AI tailwinds, and long-term growth drivers.

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What stands out

On Schwab Network, Tim Bohen said the Micron story "hasn't changed" and doubled down on a bullish stance for MU in a quick clip that will travel through retail feeds. That matters because Micron is showing strong fundamentals, with revenue up 20.3% year-over-year (YoY) and net income averaging a 239.1% YoY jump, numbers that can justify optimism beyond trader soundbites. Short-form endorsements like this concentrate attention, and when the underlying company shows genuine earnings recovery, noise can turn into conviction.