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I view Micron Technology as one of the most attractive AI growth stories on the market. The company has positioned itself as a dominant player in the High Bandwidth Memory (HBM) segment and is massively benefiting from the exploding demand for AI storage solutions. With an already sold out HBM production for 2025 and a projected market jump from $18 billion to $35 billion, this presents a true gold rush scenario. The 50% revenue increase in HBM last quarter impressively underscores this dynamics. Particularly impressive is Micron's technological...
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