Micron: One of the Biggest Beneficiaries of AI Data Centers Has a P/E Ratio of 10! The one-Year Correction is Over!

Micron (MU) ,  which is expected to have a P/E ratio of 10 by 2026, is one of the biggest beneficiaries of the AI era. AI workloads require enormous bandwidth and storage capacities. This is where HBM comes into play, and Micron is a leader in this field. Their HBM3E memory solutions are being used in Nvidia's Blackwell GB200 and the Blackwell Ultra GB300. This secures Micron a central role in the AI supply chain. Micron expects that HBM4 production will ramp up in 2026, promising a further 60% increase in bandwidth compared to HBM3E. The company...