Micron (NASDAQ:MU) has become one of the most closely watched names in the AI memory trade. Its 2026 HBM supply is already sold out, while meaningful new capacity may not arrive until 2028. That supply pressure could support stronger margins, but it also raises the stakes if investor expectations have already moved too far.
Stock prices used were the market prices of May 18, 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.
