$Micron Technology(MU)$ MU has

$Micron Technology(MU)$ MU has had a strong run over the past six weeks. There are a number of positive indicators looking forward. The guidance from hyperscalers on AI infrastructure spending is clear, demand is outstripping supply. Memory prices are increasing, and there are multi-year supply agreements in place. Probably need to wait for the next earnings report on June 24th for more clarity. For now, might as well get out the rally pipe and watch the show here.

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