Everspin Technologies (MRAM) is presented as a promising company with advanced MRAM technology for critical applications, but faces challenges with inconsistent financials.
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The next Micron Technology ?
Road to 100k PortfolioMay 10, 2026
The creator discusses Micron Technology (MU) and its recent performance, then pivots to highlight Everspin Technologies (MRAM) as a potential next big player in memory technology, particularly for AI and defense applications. Despite Everspin's promising technology and recent contract wins, the creator notes concerns about inconsistent revenue and volatile margins, suggesting a cautious approach.
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Micron Technology is mentioned as a reference point for stock performance, with the creator noting its past gains.
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