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Micron Technology: The Underrated AI Infrastructure Play of the Decade
ByAinvest
Monday, Nov 24, 2025 11:23 pm ET1min read
Micron Technology is a key player in AI infrastructure with its high bandwidth memory (HBM) and partnership with Nvidia. Supply constraints and HBM shortages give Micron pricing power and margin potential. Analysts rate MU a strong buy, driven by HBM4 and SOCAMM2 growth. Micron's momentum in AI infrastructure has led to significant stock gains, up 130% over the past year and 270% over five years.
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