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How Micron Is Benefiting from the AI Memory Boom
As the S&P 500 hovers near all-time highs and the Fed holds steady, one chipmaker is quietly riding a wave that's bigger than any single product cycle: memory. In this episode of Stock Picking with Fexingo, Lucas and Luna dig into Micron Technology — the only major US-based manufacturer of DRAM and NAND flash. We break down how the AI boom is transforming demand for high-bandwidth memory, why Micron's latest earnings beat shows a structural shift rather than a cyclical spike, and how it compares to legacy giants like Intel. Plus, we explore the risks: a potential oversupply in NAND…
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