HBM: The Hidden AI Bottleneck That Makes Micron A Strong Buy Before Earnings

Group 1 - The article discusses the focus on GPUs within the AI infrastructure supply chain, indicating a trend in the technology sector [1] - The author has over a decade of experience in investment analysis, particularly in technology, healthcare, and renewable energy sectors [1] - The approach taken by the author combines in-depth research with strategic insights to identify high-potential investment opportunities [1] Group 2 - There is a beneficial long position in shares of companies like MU and NVDA, indicating a positive outlook on these stocks [2] - The article expresses personal opinions of the author without any external compensation, suggesting independence in analysis [2] - No business relationships with mentioned companies are disclosed, reinforcing the objectivity of the analysis [2]