MU Earnings: Turns out AI actually DOES need memory

MU – The chip stock I bought because someone said AI needs memory.

My Thesis Today:
“CHIPS = MONEY.”

The Chip Rally Explained (By Someone Who Doesn’t Understand Chips):
1. MU earnings: Blew past expectations, HBM demand crazy, AI data centers need memory, margins expanding
2. WDC sympathy play: If MU moons, WDC follows (apparently this is how it works)
3. Sector rotation: Money rotating into semiconductors/memory
4. AI narrative: Still going strong, still needs chips
5. My contribution to this thesis: Literally zero

DD original