Mu is currently just below 900 a share. Is this old news?

It's important to understand that the Chinese can't build hbm required for ai. Also their memory chips are significantly physically larger than the rest of the industry, so that's a "big" problem for then

+1.78% is considered a negative day for Micron investors 🙃

Kaz, the magnificent 7 is a collection of stocks including Google apple, etc...

"...spending shifts toward supply-constrained hardware..." This sounds like fancy-talk for increased spending on memory.

I'll wait for the official Lego video before I believe any of it 🫠

Feels like there's a massive amount of manipulation in this stock. The fact that a lot of stuff usually happens outside of trading hours is suspicious.

It doesn't mean that Nvidia will use sk hynix instead of micron. Considering that they partnered to endeavor to alleviate the memory supply pressure, why would they then simultaneously create a single point reliance and choose to limit their supply? I'm other words, micron is still required in its full capacity.