Micron and Western Digital Hold NVIDIA’s Most Critical Components

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated July 28, 2026

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Micron Technology (NASDAQ:MU) and Western Digital (NASDAQ:WDC) offer two very different ways to invest in artificial intelligence. Micron feeds data into advanced processors through High-Bandwidth Memory, while Western Digital stores the enormous datasets those systems create. One company addresses AI’s immediate performance constraint. The other could benefit as AI-generated information continues accumulating for years

Stock prices used were the market prices of July 16, 2026. The video was published on July 27, 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.

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Micron and Western Digital Hold NVIDIA’s Most Critical Components

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