I've probably spent more time researching $Micron Technology(MU)$ than I should have lately.
The more I dig, the more I think the market is oversimplifying the story.
Most people say, "AI needs more memory." That's true, but I don't think that's the real thesis.
What excites me is the shift from humans using AI to AI systems working with other AI systems. Once autonomous agents start running around the clock, compute and HBM memory demand won't just grow, it'll compound.
That's why I keep coming back to Micron. Maybe I'm early, maybe not, but this feels like one of those trends that could look obvious a few years from now.
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