Micron Technology, Inc. (MU) stock talk. Message Board

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Technology Stocks : Micron Technology, Inc. (MU) stock talk.

MU 221.91

+0.8%

9:30 AM EDT

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To: The_Commodore who wrote (6)	10/3/2025 9:51:12 AM
From: pheilman_	of 7

Micron is likely to benefit from the AI buildout. They make High Bandwidth Memory that is stacked next to the processor for AI. Nvidea builds a 3D stack of these surrounding their processors. There are only two competitors, Samsung and HY. A very nice change from selling commodity DRAM to a proprietary part of the AI goldrush. Their expected growth rate is 150% and their PE is about 24. Nice combination.

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