Micron: The AI Infrastructure Winner Trapped By Its Own Success (NASDAQ:MU)
· seekingalpha.com
Micron's capital intensity is surging, with net capex set to reach $10B in Q4 and a $40B run rate by fiscal 2027. Read why I maintain a Hold rating on MU stock.
In my previous piece , I contended that AI has revolutionized the economics of the memory industry. My core thesis was that the scarcity argument was finally ov...