Seeking Alpha released its top 10 stock picks for 2026, spanning AI, semiconductors, networking, insurance, biotech, and resources
Micron Technology (MU), the HBM leader and a major beneficiary of strong NAND demand, sits at the intersection of supply scarcity and AI-driven necessity; it trades at a valuation yet to fully reflect its projected earnings supercycle
For 2026, MU has confirmed that its HBM capacity, essential for AI training, is fully sold out, providing exceptional revenue visibility that few tech stocks can match
Despite its rally in 2025, analysts project its earnings to potentially triple or quadruple; it is rare to find a market leader in a critical tech bottleneck, with valuation discounts after the earnings beat, underscoring solid execution heading into AI-driven growth
2026 is expected to be the year Edge AI goes mainstream, with AI-capable PCs and smartphones doubling DRAM content per device; benefiting MU from both cloud hyperscalers and consumer upgrades。。。
SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?
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