$Micron Technology(MU)$ The Ru

$Micron Technology(MU)$ The Rubin generation is an integrated GPU and CPU system. The market's current reaction, in my view, only pertains to the initial HBM4 allocation on the GPU side. On the Vera CPU side, LPDDR5X and SOCAMM2 are the primary memory types, which have a fundamentally different competitive structure. I do not see this as an issue that directly impacts Micron's earnings.

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