Micron Technology is experiencing explosive growth due to high bandwidth memory chip demand, positioning itself to capture a big share of the $130 billion market. Meanwhile, Nvidia’s transition to AI infrastructure has made it a Wall Street favorite, with its full-stack solution well-suited for expanding AI infrastructure needs. Micron’s shift to AI is evident in its record data center revenues and growing HBM market share, aligning with the booming AI market. With Micron’s technological leadership and investment in expanding manufacturing, the company’s strong performance and growth potential make it an appealing stock pick.

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