Micron Technology: If AI Has Legs, The Stock Can Fly

There are many components to the AI infrastructure build-out, including GPUs, servers, routers, wiring, electricity generation, and construction. One of the fundamental building blocks of AI is memory; the data from which AI processes its magic needs to be stored and retrieved. OneExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I ...