Nvidia is working on HBM shipments, with details kept confidential, indicating their involvement in the AI memory supply chain.
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Micron Just Confirmed the AI Memory Boom Isn’t Ending
Oct 1, 2026
The creator analyzes Micron's recent earnings report, highlighting exceptional results and guidance that have kept the stock price relatively stable. The analysis focuses on the company's valuation, particularly its forward P/E ratio, and management's outlook for the next one to two years, suggesting potential for stock price appreciation even if multiples remain constant.
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