Micron Technology: The Underrated AI Infrastructure Play of the Decade
AI Summary1 min read
TL;DR
Micron Technology is a key AI infrastructure player with HBM and Nvidia partnerships, benefiting from supply constraints for pricing power. Strong buy ratings and growth in HBM4/SOCAMM2 have driven stock gains of 130% in one year and 270% over five years.
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Micron TechnologyNvidiaAI InfrastructureHBMStock Gains
Micron Technology is a key player in AI infrastructure with its high bandwidth memory (HBM) and partnership with Nvidia. Supply constraints and HBM shortages give Micron pricing power and margin potential. Analysts rate MU a strong buy, driven by HBM4 and SOCAMM2 growth. Micron's momentum in AI infrastructure has led to significant stock gains, up 130% over the past year and 270% over five years.
