Micron (NASDAQ: MU) may be entering its most profitable chapter yet, as HBM revenue surges, AMD’s MI350 design win secures demand, and PCIe Gen6 SSDs enhance GPU uptime.
I break down how “content per box” becomes cash flow, and why power-cap realities make HBM4 the right product at the right time.
Stock prices used were the market prices of Oct. 27, 2025. The video was published on Oct. 30, 2025. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
