- Entry
- $276.27
- Final
- $404.35 +46.4%
- Target
- —
- Score
- +1.00
Recently I have been delving deeper into Micron Corporation particularly its business situation in terms of the demand for AI-driven memory and high-bandwidth memory (HBM). The management seems very confident, believing that HBM will remain in short supply for a long time to come and the demand for AI data centers has a structural difference from previous memory cycles. After going through a downturn, the prices of dynamic random access memory (DRAM) and flash memory (NAND) seem to be stabilizing. …
— ORIGINAL POST ·
Micron, AI memory demand, and whether this cycle is truly different
· r/investing
· Dec 23, 2025