The HBM Shortage May Make Micron A $1 Trillion Giant

In my last article, " Urgent Demand For Data Centers " I made the case that power availability has become the primary bottleneck of the AI buildout.I come from the world of SQL queries, data visualization. My professional background is in data analytics and social media marketing, which gave me a weird but useful lens for looking at markets. I usually think in datasets, trends and pattern recognition before I think in headlines. I started learning about the investing and financial market during COVID like a ...