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

Group 1 - The AI infrastructure build-out includes various components such as GPUs, servers, routers, wiring, electricity generation, and construction, with memory being a fundamental building block for data storage and retrieval [1] - The experience gained from analyzing diverse industries like airlines, oil, retail, mining, fintech, and e-commerce, along with macroeconomic and political drivers, contributes to a comprehensive understanding of new ideas and technologies [1] - The historical context of multiple crises, including the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, enhances the ability to apply knowledge across various disciplines [1]