Why I'm Betting 14% Of My Portfolio On Micron (The Memory Wall Thesis) (NASDAQ:MU)

When I bought Micron Technology (NASDAQ: MU ) in Nov 23 at that time I thought it could easily go to $200 because at that time I knew the importance of memory and bandwidth in GPUs. II’m Laura Bennett, the writer behind Sophos Research. I started my career as a software engineer at Amazon, where I spent over five years working on large-scale distributed systems and backend architecture. My background is deeply technical, and over the years, my writing on software infrastructure, AI systems, and cloud techno ...