$Micron Technology(MU)$ Good n

$Micron Technology(MU)$ Good news for Micron: Microsoft’s FY25 Capex to rise a stunning 75% to $55.7 billion, according to IBD. Their CEO and CFO stated yesterday on their earnings call that strong “demand signals” justify the ongoing spending for infrastructure buildout to capitalize and set the framework for the growth and monetization of AI related services.

This is a very positive statement in general for Micron for obvious reasons as they are a key supplier of memory for all facets and uses of this multi-year paradigm shift towards AI.

First is was Cloud computing. Now AI. The best days have yet to come, especially if Micron can ramp up and increase market share in the fast growing HBM segment for HPC in data center.

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