Nvidia remains the strongest AI leader, but expectations are already extremely high. For a continued rebound, I think Micron offers an interesting combination of HBM growth and a broader memory-cycle recovery.
AI servers require significantly more high-performance memory, so expanding HBM demand could support Micron’s revenue and margins. At the same time, stronger DRAM pricing would provide another earnings tailwind beyond HBM alone.
The main risk is that memory remains cyclical. If competitors add capacity too aggressively, pricing could weaken again. But if HBM demand stays strong while conventional memory supply remains disciplined, Micron could still have meaningful earnings upside.
For rebound potential rather than simply picking the strongest company, my choice is $MU.
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