Dell has also raised prices due to memory shortages and reports strong demand, but the sustainability of this demand amidst higher prices is questioned.
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Micron Just Proved the AI Boom Isn’t Over
Jun 25, 2026
Micron's stock surged dramatically following a strong earnings report, driven by demand for memory chips in the AI infrastructure. The creator discusses whether the stock is still a buy after its massive run-up, highlighting the incredible revenue and profit growth, and the debate around whether this represents a temporary surge or a structural rerating of the company.
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Apple is raising prices on MacBooks and iPads due to memory and storage costs, indicating the severity of the memory shortage and its impact on the broader consumer tech supply chain.
Nvidia is mentioned as being down in June while Micron is up more than 20%, suggesting a rotation within the AI trade.
Micron's stock is a buy due to incredible earnings growth and its critical role in the AI infrastructure bottleneck, despite its massive recent price appreciation.
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MUbuy opened Jun 25, 2026
-30.04%