Episode Details

Micron’s stock has skyrocketed over 800% in a year fueled by explosive demand for its HBM memory, critical for AI data centers—and now even cars and everyday devices. Revenue hit a record $41.4 billion in Q3, up 300% YoY, with profits soaring 1,300%. Management forecasts $50 billion revenue and $30+ EPS for the current quarter, making the stock look cheap compared to the broader tech market. But analysts warn: chipmakers are ramping up supply, prices could crash, and AI spending cuts may reduce demand for high-performance chips—potentially making Micron’s current valuation unsustainable.

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