$Micron Technology(MU)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ Both Microsoft and Meta are increasing capex to support AI investments, and Google stated that the risk to not invest in AI is worse than the risk to invest in it, meaning companies need to get on the AI investment bandwagon or be left behind. All of the AI hardware solutions need lots of memory to learn, just like the human brain needs memory. The memory upcycle is very far from being over, as companies will not stop investing in AI in the foreseeable future. MU is positioned very well to grow for the next couple years, minimum.
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