Why Wall Street Sees Micron as the Next Nvidia — Surge Amid AI Memory Shortage

Friends, sharing an AI sector update: Micron has surged and briefly surpassed the market caps of major tech firms.

What happened: shares jumped over 236% in a month; quarterly revenue $41.45B, profit $28.2B.
Why: DRAM/NAND shortages — especially HBM — driven by demand for AI‑server memory.
Micron’s actions: signed 16 strategic agreements with key customers, including Nvidia and Anthropic — a move to insulate against overcapacity cycles.
Risks: scaling capacity is costly and multi‑year — industry cycles could pressure prices.
Why it matters: shifts investment priorities and pricing across the electronics market.

How do you assess the sustainability of this growth?

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