$Micron Technology(MU)$ Micron is now in a very different league, with its market cap sitting above both $Tesla Motors(TSLA)$ and META.
From a trading desk perspective, that's not just a headline. It's a ranking shift that says a lot about how the market is re-rating semiconductors right now.
Benefiting from a strong memory and AI demand cycle
Repricing is happening faster than most expected
Semis are increasingly treated as core AI infrastructure, not just cyclicals
When a name like MU starts competing in the same valuation space as mega-cap platforms, it tells you the narrative has already changed.
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