AI Shift Drives Memory Rally: Why I Remain Bullish Before Q4 Earnings!
The shift from AI training to inferencing makes DRAM and NAND scarce—Micron's goldmine!
Micron's historical cyclicality may be about to change—the structural AI trend could potentially break the typical boom-bust cycles of the memory market!
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I see Micron in an exceptionally strong position in the medium term. The shift from AI training to AI inferencing fundamentally changes the demand—and this plays perfectly into Micron's hands. While everyone was fixated on High Bandwidth Memory (HBM) for training, inferencing workloads require significantly more traditional DRAM and NAND storage. This will lead to a supply shortage until 2026, granting Micron enormous pricing power. The recent guidance increase to $11.1-11.3 billion in revenue already shows operational strength. Analysts at Citi...
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