Micron Technology (NASDAQ:MU) is riding one of the most intense memory shortages ever recorded, with prices surging and margins hitting historic highs.
I break down why tightening HBM supply, hyperscaler demand, and locked-in contracts could fuel powerful earnings growth in 2026, and the capital spending risk that could define what happens next.
Stock prices used were the market prices of Feb. 27, 2026. The video was published on March 4, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
