Buy MU by Dec 19, 2026.

Hey everyone, I've got a macro observation I'd love to get your take on: Everyone labels memory stocks like Micron and Sandisk as classic cyclical plays, but shouldn't NVDA and AMD fall into the exact same category? At the end of the day, there are no computers or AI servers without both memory chips and GPUs—they are two sides of the same coin. With AI and AGI demand scaling aggressively for years to come, if memory is treated as cyclical, …