$Micron Technology(MU)$ Bank of America is raising its hyperscaler capital expenditure spending forecast. They estimate 55% to 60% of that goes to AI servers and GPUs, which should benefit names like $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Dell Technologies Inc.(DELL)$ , $Celestica(CLS)$ , and MU. From where I stand, it feels like the party isn't over yet—the music is still playing.
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