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Posted by
Two Blokes May 5 -
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Stock
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Micron is uniquely positioned in the AI-driven memory market, being one of only three global suppliers of HBM, with most of its 2025 production already sold out. Its cutting-edge 12-layer HBM3E chips offer 50% more capacity and 20% lower power usage, making Micron a critical supplier to major AI players like Nvidia. Despite massive demand, strategic investments, and superior growth/profitability metrics, Micron's stock trades at a steep discount relative to both sector and historical valuations.
