AI Demand in Full Force: MU Earnings Show Memory's Critical Role

Noah Kann and Jacob Sonenshine talk about Micron (MU) after the memory chipmaker surged following a blowout earnings report. Noah says the results underscore memory's critical role in the AI era. Jacob points to Micron’s comments on its earnings call that supply and demand are expected to remain tight through 2027, suggesting the imbalance could persist for years.

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