$Micron Technology(MU)$ Dell's

$Micron Technology(MU)$ Dell's blowout earnings and upgraded full-year forecast serve as a massive tailwind for Micron. The significant jump in Dell's AI-optimized server revenue points to strong, ongoing demand for data center hardware, which directly drives demand for the high-bandwidth memory (HBM) and DRAM chips Micron supplies. It looks like a favorable situation for MU right now. Honestly, I'm a bit surprised we haven't seen a sharper move after hours yet, but it seems likely to come.

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