Core Viewpoint - Micron shares are expected to rise long-term as the demand for high bandwidth memory increases in the AI era [1] Group 1: Company Insights - Bokeh Capital Partners' CIO Kim Forrest highlights the potential of Micron as a strong investment opportunity due to the growing awareness of high bandwidth memory needs [1] - The characterization of Micron as "old tech" suggests that established companies in the semiconductor industry may still offer significant growth potential in the context of emerging technologies like AI [1] Group 2: Market Trends - The increasing demand for high bandwidth memory is driven by advancements in artificial intelligence, indicating a shift in market dynamics that could benefit companies like Micron [1]
Micron's Earnings Were 'Incredible': Bokeh's Forrest