Micron Technology: The Indispensable AI Engine Defies the Market

Immune Strength through Scarcity: While political turmoil weighs on the indices, Micron shines as a structural winner – the essential HBM capacities are already completely sold out for the entire year of 2026. Cheaper than it looks: The market is pricing in a massive jump in profits, pushing the forward P/E ratio to an attractive ~11 and shifting focus away from volatile consumer electronics towards stable data center margins. While investors worldwide await Nvidia's next chip generation, Micron Technology has become a quiet constant...