1. Is this the nvidia moment f

1. Is this the nvidia moment for micron: micron is benefiting strongly from artificial intelligence workloads which benefit from large fast memory. This is an opportunity for micron to capitalise on greater memory demand
2.current forecasts for memory demand indicate tight supply for first half of 2026. While it is possible that this could continue throughout 2026 and into 2027.
3 this supply demand imbalance is due to orders for memory for new data centres which are planned for deployment over 2026 and 2027. Further data centre demand is critical to future performance of $Micron Technology(MU)$

Micron Jumps 10%! Is Memory The Next Nvidia Trade?

Micron reported revenue and adjusted EPS that both exceeded Wall Street expectations, while issuing a strong outlook for the current quarter. With expectations now elevated, the focus may shift toward sustainability of margins and the durability of the current demand cycle. ---------- Have you bet on memory sector? Is Micron's nvidia moment coming?

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