At the core of Micron Technology Inc.'s (NASDAQ:MU) investment narrative is an incoming paradigm shift. While memory-focused semiconductors have long been a commoditized industry, the sector — thanks to artificial intelligence — is rapidly transitioning into a critical source of strategic infrastructure. As such, this development potentially hands Micron a sustainable fundamental tailwind. At the same time, valuation also matters, which imposes a distinct tension in the narrative.From a technical perspectiv ...