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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 19:14:35 UTC

AI isn’t just reshaping headlines — it’s rewriting the memory market.

$MU Micron Technology sits at the heart of the high-bandwidth memory (HBM) boom:
• HBM market set to 10x by 2026, hitting USD 45bn
• Micron’s HBM3E wins slots in $NVDA Nvidia’s H200 and Blackwell GPUs
• Forward P/E at 15.2x: a discount to peers, with HBM sales surging

Cyclicality and AI capex risk linger. Yet the valuation, compared to the story, borders on the anachronistic.

Complacency is expensive. The case for $MU deserves louder scrutiny — we make it here:

![](https://pbs.twimg.com/media/Gw4wepeWsAAiU24.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949548994696192015/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
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[10x](/topic/10x)
[coins ai](/topic/coins-ai)
[$mu](/topic/$mu)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/whispertickers/status/1949548994696192015)