1️⃣ MU — Top pick
Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise.
2️⃣ CRM — AI agents gaining traction
Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating.
3️⃣ ADBE — AI monetization play
Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound.
Bonus: HBM is still my favorite AI sub-theme. It’s a critical physical bottleneck for AI infrastructure, making MU one of the most direct ways to play the trend.
My picks: MU #1, CRM #2, ADBE #3.
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