$Micron Technology(MU)$ This stock still has a lot left in the tank. Even after the rise over the last six months, worldwide demand is just getting started, and companies with superior supply capacity and high-end technology will win out. It will be interesting to see the short-term stock price reaction after Tuesday's close when AMD reports record results and significantly improved guidance. Another trigger will be Nvidia's earnings and guidance on the 20th. Both should deliver nice pops, which will be a preview of many more to come for quite a few years. The change the world is going through isn't a 3-5 year thing; it's generational and will change how the world functions forever. Returns for companies involved in the AI revolution will exceed anything previously seen in the stock market. Not a time you want to be on the sidelines.

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