Siebert Chief Investment Officer Mark Malek has an interesting take on Micron: it’s a buy now, but not a buy forever. $MUB It rose 4.06% on Wednesday to close at $1,088, leading the S&P 500’s electronics and technology sector—Nvidia, AMD, Texas Instruments, and Qualcomm all fell, while Micron bucked the trend. It’s up about 280% year to date. His reason for buying is straightforward: Micron is a key link in the AI ecosystem, and Nvidia depends on its memory. Technically, the stock broke out of a symmetrical triangle on September 3, pulled back to the 0.618 level, then reclaimed 0.786, with a measured-move target of about $1,516. Rosenblatt and RBC have both set price targets of $1,500. But he also made his warning clear: if AI capital spending slows, the whole sector will take a hit, and Micron has the greatest exposure—it fell 30% from its high in July, entering bear-market territory. Are you more focused on its valuation, or where it stands in the cycle?