Micron’s Earnings Could Reset the AI Trade — and Mike Khouw Is Positioning for It
Micron Technology’s results after the bell Wednesday are shaping up as a pivotal read-through for the artificial intelligence trade, with investors watching for signs that demand for memory chips is still strong enough to justify the sector’s recent valuation surge. Options strategist Mike Khouw is positioning around the event, reflecting a market that is still bullish on AI infrastructure but increasingly sensitive to any hint of slowing momentum.
