$Micron Technology(MU)$ Not lo

$Micron Technology(MU)$ Not long ago, Google's memory compression algorithm was all the buzz, and it dragged MU from the 500s down to the low 300s. That's where I loaded up more. It only took a handful of months before smart folks recognized it was just noise, and then the stock skyrocketed.

This too shall pass. I do feel for those who don't grasp the technology and can't wrap their heads around the sheer scale of data centers going up across the planet, and the new industries forming — all sparked by a Google paper, "Attention is All You Need."

It doesn't stop when data centers come online. Even setting aside humanoid robots and other technologies, the hardware refresh cycles in these data centers are getting shorter with AI workloads, and the pace will be unlike anything seen before.

Their ignorance is our gain.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":592801025938944,"tweetId":"592801025938944","gmtCreate":1785706042000,"gmtModify":1785761248498,"author":{"id":9000000000000181,"idStr":"9000000000000181","authorId":9000000000000181,"authorIdStr":"9000000000000181","name":"blinky","avatar":"https://community-static.tradeup.com/news/b7e488f0f7683bcc2f916727332a2d8b","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":119,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Not long ago, Google's memory compression algorithm was all the buzz, and it dragged MU from the 500s down to the low 300s. That's where I loaded up more. It only took a handful of months before smart folks recognized it was just noise, and then the stock skyrocketed.\nThis too shall pass. I do feel for those who don't grasp the technology and can't wrap their heads around the sheer scale of data centers going up across the planet, and the new industries forming — all sparked by a Google paper, \"Attention is All You Need.\"\nIt doesn't stop when data centers come online. Even setting aside humanoid robots and other technologies, the hardware refresh cycles in these data centers are getting shorter with AI workloads, and the pace will be unlike anything seen before.\nTheir ignorance is our gain.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Not long ago, Google's memory compression algorithm was all the buzz, and it dragged MU from the 500s down to the low 300s. That's where I loaded up more. It only took a handful of months before smart folks recognized it was just noise, and then the stock skyrocketed.\nThis too shall pass. I do feel for those who don't grasp the technology and can't wrap their heads around the sheer scale of data centers going up across the planet, and the new industries forming — all sparked by a Google paper, \"Attention is All You Need.\"\nIt doesn't stop when data centers come online. Even setting aside humanoid robots and other technologies, the hardware refresh cycles in these data centers are getting shorter with AI workloads, and the pace will be unlike anything seen before.\nTheir ignorance is our gain.</body></html>","text":"$Micron Technology(MU)$ Not long ago, Google's memory compression algorithm was all the buzz, and it dragged MU from the 500s down to the low 300s. That's where I loaded up more. It only took a handful of months before smart folks recognized it was just noise, and then the stock skyrocketed. This too shall pass. I do feel for those who don't grasp the technology and can't wrap their heads around the sheer scale of data centers going up across the planet, and the new industries forming — all sparked by a Google paper, \"Attention is All You Need.\" It doesn't stop when data centers come online. Even setting aside humanoid robots and other technologies, the hardware refresh cycles in these data centers are getting shorter with AI workloads, and the pace will be unlike anything seen before. Their ignorance is our gain.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/592801025938944","repostId":0,"isVote":1,"tweetType":1,"viewCount":119,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":683,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/592801025938944"}