My stock in focus today is
$Micron Technology(MU)$ after its latest earnings, and the strength is clear. Revenue and margins surged, with higher guidance driven by AI demand—especially HBM. Its deeper role alongside
$NVIDIA(NVDA)$ reinforces my view that memory is now a key AI bottleneck.
Concerns around capital expenditure are valid, as the scale raises questions on free cash flow and overcapacity. But I see this as forward-looking—supply is still tight, and Micron is investing early to meet multi-year AI demand.
The bigger shift is structural: AI is turning memory into a strategic asset. With demand rising across HBM and data centers, Micron looks well positioned despite near-term volatility. I’m watching price action closely for potential entry opportunities.
@TigerStars @Tiger_comments @TigerClub
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