Based on IBM's outlook, there

Based on IBM's outlook, there could be a path for MU toward the $2,000+ level if the bullish scenario continues to play out.

The IBM CEO's exact words pointed to a late June shift where companies increased spending on servers, storage, and memory to secure supply ahead of expected cost increases.

Companies that could benefit significantly from this trend include those in controllers and memory interfaces: $Rambus(RMBS)$ (DDR5), $Silicon Motion Technology(SIMO)$ (NAND controllers), $Marvell Technology(MRVL)$ (storage and custom silicon), $Astera Labs, Inc.(ALAB)$ (CXL/memory expansion), and $SUPER MICRO COMPUTER INC(SMCI)$ (AI servers).

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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