$Micron Technology(MU)$
Everyone keeps focusing on GPUs, but HBM is becoming the real bottleneck. The manufacturing process alone is incredibly difficult. You're stacking DRAM vertically with through-silicon vias, advanced packaging, thermal constraints, yield issues, and extremely tight validation requirements from companies like NVIDIA. One defect can ruin an entire stack.
And HBM isn't an option anymore; it's a necessity.
It's been the easiest stock I've held in a while, similar to how I felt about Apple years back.
So straightforward. The bubble will burst eventually, but not anytime soon. And when it does, the levels it drops to will likely be much higher than where we are now.
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