Micron
As of this writing, the stock has nearly tripled since January.
Everyone is talking about Micron: YouTube, news, your neighbor, colleague… in particular, how you’ve missed out big time if you haven’t bought the stock!
But that’s not why I’m here and not why you’re here either.
I’ve read their and others' earnings calls in the last few days, and in this, I’m going to explain to you…
Why does it suddenly get so much attention?
Why does the stock price boom?
The RAM shortage and why does AI make this worse?
How! How this memory party is not a good sign for companies adopting AI, and even worse news for AI labs?
And finally, what to look out for?
Let’s start with who Micron is in 30 seconds
