MU keeps grinding up every time AI talks heat up, is this cycle finally different?

Been watching $MU react to AI headlines for a while now and honestly the memory trade feels more legit this time around. Every Silicon Valley AI conversation lately seems to pull memory stocks along with it, and MU has been no exception.

The bear case always was that AI demand for HBM is overstated and traditional DRAM stays in the gutter. idk, that argument is getting harder to defend when you see the momentum here.

Checked the flow on moo moo community and people were all over this name on July 23. Still kinda surprised by how clean the move looked.

Not saying it's a straight line up, supply cycles bite back eventually. But anyone else think the AI catalyst keeps memory elevated longer than the skeptics expect? Am I too late if I add here, or is this just the beginning of the next leg?