$Micron Technology(MU)$ If the trends in artificial intelligence (AI) are more than just hype, memory chips produced by Micron are likely to experience a substantial surge in demand. With the rapid advancements in AI, the need for high-performance memory solutions, such as DRAM and NAND chips, is set to grow exponentially, as they are essential for training and running AI models. Given this outlook, we have made MU one of our Top 10 Holdings, driven by a strong conviction that the stock will see significant upside. I believe that Micron’s strategic position in the semiconductor industry will enable it to benefit directly from the increasing reliance on memory chips, as AI applications become more mainstream. As AI technologies continue to expand across industries, MU could potentially see a rise of $40 or more, making it a key player in the future of AI infrastructure.
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