$Micron Technology(MU)$ You sh

$Micron Technology(MU)$ You should look into Micron, $MU. With them expanding their HBM manufacturing capacity significantly right now and HBM being the biggest part of COGS for Nvidia, they stand to benefit significantly. Especially with reasoning models (next to scale) like O3 requiring much more HBM.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":388632658214984,"tweetId":"388632658214984","gmtCreate":1735912007769,"gmtModify":1735912012195,"author":{"id":10000000000011486,"idStr":"10000000000011486","authorId":10000000000011486,"authorIdStr":"10000000000011486","name":"Wallis Francis","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/6b13f763e916b37318552269808107eb","width":"258","height":"334"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/6b13f763e916b37318552269808107eb"}],"html":"<html><head></head><body> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> <v-v data-views=\"1\"></v-v>You should look into Micron, $MU. With them expanding their HBM manufacturing capacity significantly right now and HBM being the biggest part of COGS for Nvidia, they stand to benefit significantly. Especially with reasoning models (next to scale) like O3 requiring much more HBM.&nbsp;<img src=\"https://community-static.tradeup.com/news/6b13f763e916b37318552269808107eb\" tg-width=\"258\" tg-height=\"334\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> <v-v data-views=\"1\"></v-v>You should look into Micron, $MU. With them expanding their HBM manufacturing capacity significantly right now and HBM being the biggest part of COGS for Nvidia, they stand to benefit significantly. Especially with reasoning models (next to scale) like O3 requiring much more HBM.&nbsp;<img src=\"https://community-static.tradeup.com/news/6b13f763e916b37318552269808107eb\" tg-width=\"258\" tg-height=\"334\"></body></html>","text":"$Micron Technology(MU)$ You should look into Micron, $MU. With them expanding their HBM manufacturing capacity significantly right now and HBM being the biggest part of COGS for Nvidia, they stand to benefit significantly. Especially with reasoning models (next to scale) like O3 requiring much more HBM.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/388632658214984","repostId":0,"isVote":1,"tweetType":1,"viewCount":995,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":259,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/388632658214984"}