Micron – the AI Memory Machine with absurdly low P/E ratio and Intel – From the deemed lost cause to the hottest comeback story in the chip industry!

If I look at the numbers from Micron , I can hardly believe my eyes: The memory chip specialist is expected to catapult its revenue from $37.38 billion in 2025 to a staggering $109 billion in the current business year – and operating profit, which was only $8.54 billion, is set to turn into an operating profit of around $75 billion. This is no longer a growth story , this is a genuine profit explosion. The background is the insatiable demand from AI agents that run around the clock and generate seemingly endless amounts of data, driving memory...