
Micron. Now, they’re a bit of a rollercoaster, aren’t they? Memory chips – cyclical, unpredictable… basically the emotional equivalent of dating in your thirties. But here’s the thing: AI needs memory. Lots of it. Specifically, high-bandwidth memory – HBM – and Micron is one of the big three players. Which, let’s face it, in a world dominated by monopolies, is practically a superpower. They’ve had a rough patch, sure. But their latest quarterly numbers? A 57% revenue jump? That’s not a blip; that’s a signal. And a net income that’s more than doubled? Suddenly, that rollercoaster feels a lot more… exhilarating. The stock’s up 250% in the last year, which sounds insane, but when you consider the context…it feels almost…reasonable. Their P/E ratio is sitting at 34, barely above the S&P 500 average, which is frankly astonishing given the growth. It’s like they’re deliberately undercharging. Bless them.