Showing Storage's Essential A.I. Play: MU's A.I. Story for 2026
Description
Daniel Kern calls Micron's (MU) earnings "really fantastic" and its forecast just as great. Sold out orders for 2026 points to what Daniel believes will serve as a significant year for the chipmaker. Olivier Blanchard agrees, making the case that A.I. may be a little "overshot," but the storage story isn't.
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