Jul. 12, 2025 9:12 PM ETMicron Technology, Inc. (MU) StockMUKennedy Njagi359 FollowersSummaryAI adoption is accelerating, driving explosive demand for data centers, GPUs, and especially high-bandwidth memory (HBM) solutions.Micron is well-positioned to benefit from this trend, with its advanced HBM3E and newly shipped HBM4 products offering superior performance and efficiency.Major AI players like Nvidia and Google are adopting HBM, despite higher costs, signaling strong, price-inelastic demand for Micron's high-performance memory.I rate Micron Technology a Buy Rating.kyoshino/iStock via Getty ImagesInvestment ThesisMicron Technology, Inc (NASDAQ: NASDAQ:MU) just announced that they started shipping of its HBM4 to key customers. The HBM4 technology is key in powering next-gen AI platforms and data centers. With the increased adoptionThis article was written byKennedy Njagi359 FollowersKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MU over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You