Micron (NASDAQ:MU) is no longer trading like a simple cyclical memory stock. AI servers need more high-bandwidth memory; supply is tight, and the company’s 2026 HBM supply is already booked. That creates unusual revenue visibility for a business that investors used to view as deeply cyclical.
Stock prices used were the market prices of May 21, 2026. The video was published on May 28, 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.