Episode Details

Micron’s stock may be bouncing back, but the real story is in AI-driven HBM demand—Bank of America insists its $1,550 price target still makes sense, even as the market nervously dips. They’re splitting Micron into two parts: legacy memory (valued traditionally) and AI-powered HBM (valued like next-gen tech), arguing the latter’s growth could outshine past cycles. Long-term supply deals are calming volatility, and China’s chip push won’t touch Micron’s high-margin AI business. This isn’t just another memory cycle—it’s a new era.

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