Episode Details

Deutsche Bank just upgraded Micron Technology, betting the AI-driven demand for memory chips could last far longer than past cycles—turning the chipmaker’s cyclical history into a potential long-haul bull run. With multiple Wall Street firms raising targets by over 40%, investors are watching Micron’s upcoming earnings for proof that AI demand is real and sustainable. The key? Can Micron show AI-driven sales are outpacing supply and margins are holding? A strong report could cement a multi-year rally, but any inventory buildup or AI spending slowdown could flip the script.

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