The analysis assesses Micron Technology (MU) using fundamental factors. It mentions that Micron's stock has soared, doubling year-to-date. The analyst expresses satisfaction because they have rated Micron as a buy for all year long in 2025. The NVIDIA and Intel partnership news is seen as lifting semiconductor stocks like Micron. Investors ask if it's too late to buy the stock before the upcoming quarterly financial results on September 23rd. The company delivered a record quarter in fiscal Q3, driven by DRAM revenue. The data center revenue doubled year-over-year due to partnerships with NVIDIA. Capital expenditures are significant at $2.66 billion, resulting in an adjusted free cash flow of around $2 billion, with over $12 billion in cash. The guidance for the fourth quarter revenue is $10.7 billion, gross profit margin of 41%. The DCF valuation calculates an intrinsic value of $131.37 per share, lower than the current $169.34. They suggest there's more downside than upside going into earnings, he would wait before he make a decision.