MU directional thesis
Boring old memory names like Micron are up 300% because AI dragged retail into complex chip stories they used to ignore, and that keeps going.
“Now it's like, okay, now it has triple-digit, you know, data center growth. And it's the things that are going up are kind of historically stocks that retail would have never thought of. And a lot of them like SanDisk and like Micron.”152:42claim_id
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