Скачать или смотреть Why Micron (MU) is the "NVIDIA of Memory" in 2026 🚀

As we close out 2025, Micron Technology (MU) has emerged as the undisputed leader in AI infrastructure memory. While GPUs get all the glory, AI models are hitting a "memory wall"—a bottleneck that only High-Bandwidth Memory (HBM) can break. In this video, we explain the "sandwich" technology behind Micron’s HBM3E, which is 30% more power-efficient than its competitors, saving hyperscalers like Meta and Google billions in energy costs.

We dive into the latest December 17 earnings report, where Micron shattered expectations with $13.6 billion in revenue and revealed that their entire production line is booked through 2026. From the "elevator" tech of Through-Silicon Vias (TSVs) to the upcoming HBM4 roadmap, we break down why this once-cyclical chipmaker is now a structural AI powerhouse. Is there still time to buy, or has the stock run too far?

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#GrowthInvesting #StockAnalysis #WallStreet #AIInfrastructure #EarningsBeat #2026Forecast