《AGI Has Arrived. Here's How I'm Investing In It.》
MU 是强力买入标的；代理式 AI 带来永久性的存储需求，而该股仍被低估，前瞻市盈率低于 8。
而 Micron 是存储交易中的美国一方，占据 HBM 市场 18% 的份额以及整体 DRAM 市场 23% 的份额。其营收同比增长超过两倍，并将在 9 月底发布财报。这将是 Astro 发布以来的第一场存储财报电话会议，使其成为 AGI 时代算力需求的一个良好领先指标。所以请关注我对此的报道。
And Micron is the American side of the memory trade with 18% of the HBM market and 23% of overall DRAM. Their revenue more than tripled year-over-year and they report earnings at the end of September. This will be the first memory earnings call since Astro was announced, making it a good leading indicator for compute demand in the era of AGI. So stay tuned for my coverage on that.