Jun. 4 at 4:03 PM
$MU
Memory is becoming its own AI infrastructure trade.
New ETFs like
$HBMX and
$DRAM show investors are waking up to the bottleneck: HBM, DRAM, NAND, storage, packaging, and testing.
$NVDA may be the brain, but
$MU provides the memory bandwidth needed to run the AI factory.