Interesting DIAMANS complete AI infrastructure chain: Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Familiar stocks for consideration.
MU Surges Nearly 20% Past $1T — Time to Take Profits?
Micron surged 19.29% after AI infrastructure firm IREN announced a $1.6B purchase of Nvidia Blackwell systems from Dell, one of the largest single AI compute orders on record, sharply boosting demand visibility for Micron as a core HBM supplier. The Roundhill Memory ETF (DRAM) was dubbed the 'fastest-growing ETF in history' the same day, signaling institutional conviction in an AI memory supercycle. MU extended gains to $952 in after-hours trading. Has the $1T milestone already priced in near-term upside — is it time to take profits?
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