NVIDIA Corporation’s stock has risen over 1,000% in the last five years due to strong demand for its Blackwell chips and cloud GPUs. Micron Technology, Inc. has outpaced NVIDIA in the past year, with shares increasing by 307%. Micron’s HBM chips are in high demand, making it a top AI investment.

NVIDIA anticipates fourth-quarter revenues of nearly $65 billion, up from $57 billion in the third quarter. Micron expects revenues between $18.3 billion and $19.1 billion for the second quarter of 2026. Micron’s net profit margin of 28.2% indicates strong growth potential, making it a promising investment opportunity.

Micron is positioned as a key beneficiary in the AI market due to high demand for its HBM chips. The company’s tight supply and high demand are expected to increase profit margins and support growth. Micron’s attractive valuation and forward P/E ratio of 11.66 make it an appealing investment option.

Read more at Nasdaq: Micron Is Quietly Outperforming NVIDIA – Don’t Ignore It