Micron: No Longer A Commodity, But A Strategic AI Enabler

Core Insights - AI infrastructure stocks have been the biggest winners in the stock market over the past year, with memory stocks surprisingly outperforming NVIDIA Corporation and its GPUs [1] Group 1: Market Performance - Memory stocks have shown substantial outperformance compared to NVIDIA Corporation's GPUs [1] Group 2: Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry themes [1]