Episode Details

Micron’s stock just exploded, briefly outpacing Meta and Tesla, fueled by AI’s hunger for high-bandwidth memory chips. As tech giants and PC makers race to power up AI servers, Micron’s once-dormant memory business is now a runaway success—revenue quadrupled, profits soared, and Wall Street’s love affair with AI has Micron riding high. The “RAMageddon” shortage is driving up prices for everything from gaming consoles to smartphones, while Micron locks in future deals with Nvidia and Anthropic to secure its throne. Analysts say demand still outstrips supply, making this boom feel unstoppable—even if its long-term sustainability remains uncertain. In the AI era, memory isn’t just important—it’s king.

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