Buy MU by Aug 4, 2026.

MU - The chip stock I bought because someone said AI needs memory. My Thesis Today: “CHIPS = MONEY.” The Chip Rally Explained (By Someone Who Doesn’t Understand Chips): 1. MU earnings: Blew past expectations, HBM demand crazy, AI data centers need memory, margins expanding 2. WDC sympathy play: If MU moons, WDC follows (apparently this is how it works) 3. Sector rotation: Money rotating into semiconductors/memory 4. AI narrative: Still going strong, still needs chips 5. My contribution to …