MU benefits from memory demand exceeding supply driven by AI agents; expected to perform well long-term.
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Micron up 16%, Broadcom 5.4%, Nvidia 8%, Apple 3%, Google 1.7%.
But City now is talking a lot about memory. They're talking about SSD demand up about 53% in 2027. and another 41% in 2028 because of all of the AI agent requirements to remember stuff like for example Grock in my car I can ask Grock say what's the name of my dog it will remember even though I haven't mentioned the name of my dog for 3 months it has that memory where is it coming from well Micron Skinx SanDisk etc all of that knowledge is stored and again NAND memory memory.
All this type of memory, HBM memory, the demand for it far exceeds the supply. These three companies here will continue to do very well over the years. And two of them are uh a big part of my portfolio.
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