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#stockmarket #stocks #investing #trading #money #micron #semiconductor It Rallied Back! Review of Today's Top News & Market Moves for Micron - Intra-Day Report Is Micron the next Nvidia, or just another cyclical memory play? Today we look at the "Giga-Cycle" shifting the entire semiconductor landscape. While the stock fights for green today, the underlying fundamentals are unprecedented. What you need to know: • Infrastructure as Alpha: How Micron's $50B Idaho and $100B NY expansion creates a US-based AI fortress. • HBM4 Dominance: We look at the 11Gbps samples shipping to hyperscalers right now. • The 68% Margin Goal: Can Micron actually keep expanding margins in an AI supply crunch? Engagement Question: Micron is aiming to produce 40% of its DRAM in the US by 2030. Is this the ultimate national security play? Comment "USA" if you're bullish on domestic chips! 🇺🇸 ✅ ABOUT ME ✅ My name is Kevin Gerrity and on this channel I teach you about stock investment opportunities. I will work hard to bring you the latest stock updates, hottest trends and key insights. I have two goals with this channel - to keep you updated with the latest stock and investment news and to provide value to you with my insights. COMMENT DISCLAIMER: I WILL NEVER CONTACT YOU IN ANYWAY (ON ANY PLATFORM). IF YOU GET CONTACTED BY ANYONE CLAIMING TO BE ME, IT IS NOT ME. FOR EXAMPLE, COMMENTS SHOWING WHATSAPP NUMBERS ARE NOT ME. ADDITIONALLY, PEOPLE HAVE THE ABILITY TO CALL YOU USING AI TECHNOLOGY SO IT SOUNDS LIKE ME. THIS AGAIN IS NOT ME. NEVER WILL I CONTACT YOU IN ANY WAY. PLEASE DO NOT CLICK ON ANY LINKS IN THE COMMENT SECTION BELOW. DO NOT RESPOND OR INTERACT WITH ANYONE ON ANY PLATFORM CLAIMING TO BE ME OR WORKING ON MY BEHALF - THEY ARE SCAMMERS. DISCLAIMER: This video is for educational purposes only. Please do your own research before making any decisions with your money. I will not be held liable for any losses or gains you may experience. I am not your financial or investment advisor. This is completely educational content and should be taken as such - the views expressed in the content are opinions. Nothing on this channel should be taken as a recommendation to buy a particular stock or other investment asset. The information shared on this channel is not indicative of future results. Analyses are not absolute and are prone to change in accordance with present and future market events. Please do all of your own research before you buy any stock or financial investment.