🔥 EVERYONE IS WATCHING NVIDIA. BUT WHY IS MICRON STEALING THE SPOTLIGHT
The AI trade used to be simple:
NVIDIA = GPUs.
Now investors are looking deeper into the infrastructure — and memory is becoming a major part of the story.
$MU has been back in focus as AI demand pushes HBM and server-memory demand higher. RBC recently reiterated a $1,500 price target, citing AI workloads becoming increasingly memory-intensive and continued supply constraints. 
Then there’s the next catalyst:
📅 Micron earnings — September 30
The big question for me isn’t whether AI needs more chips.
It’s:
Can Micron keep pricing power if memory supply remains tight?
That could matter more than the next headline about another AI model.
⚠️ Of course, the expectations are already high, and MU has had a huge run — so the risk/reward deserves a close look too.
💬 If you had to pick one AI infrastructure stock today:
🟢 $NVIDIA(NVDA)$ — AI compute
🔵 $Micron Technology(MU)$ — AI memory
🟡 $SanDisk Corp.(SNDK)$ — AI storage
Which one are you watching most closely?
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