Latest Thesis
Micron: AI memory scarcity is rewriting the cycle
A refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.
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Micron: AI memory scarcity is rewriting the cycleA refreshed Micron Technology thesis using latest official May 2026 data, Q2 FY2026 results, HBM4 production, AI server memory demand, data-center mix, U.S. manufacturing updates, capex, balance-sheet strength, and cycle risk.NASDAQMay 26, 2026Research reportReadSlides
Micron's HBM cycle: can AI memory change the boom-bust math?A Micron five-year double thesis focused on HBM demand, DRAM/NAND cycle discipline, capital intensity, and whether AI memory improves through-cycle economics.NASDAQMay 8, 2026Research reportReadSlides