Micron Is Going to $4,000!

🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs. Want to see what we’re buying next? Come join us for just $1: https://milkroad.com/pro/?utm_medium=... ~~~~~ We break down why Micron's jaw-dropping quarterly earnings completely shattered Wall Street's consensus, how the explosive demand for High Bandwidth Memory (HBM) is rewriting the rules of tech hardware pricing, and why the standard memory boom-and-bust cycle has officially been broken. Melvin joins the show to explain why major hyperscalers are locked in a desperate "fomo" land grab to legally secure physical capacity, how the relentless rollout of autonomous AI agents is consuming ungodly amounts of memory behind the scenes, and why structural constraints mean a true supply catch-up won't arrive for years. ~~~~~ 🚀 Real liquidity, real dividends, and just 0.04% fees- check out Bitget Stocks 2.0: https://milkroad.com/Bitget ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform: http://nexo.com/milkroad ~~~~~ 🔧 Tools & Channels 🥛 Don't miss another minute of Milk Road AI; get our newsletter directly in your inbox twice a week: https://milkroad.com/subscribe/?utm_m... 🥛 Milk Road is hiring, join our team and help us tell the story to the next million investors: https://milkroad.com/careers/ 🥛 Reach ambitious investors, builders & innovators: https://out.milkroad.com/Sponsor ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: ⁠⁠https://x.com/MilkRoadAI 👉 Spotify: ⁠https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: ⁠https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests ~~~~~ ⏱ TIME POINTS ⏱ 00:00 - Intro 01:21 - Micron's Explosive Earnings 03:15 - Initial Vs New Price Predictions For Micron 05:23 - Memory Chip Prices & Demand: What's The Outlook? 12:13 - The Enormous Memory Demands Of Agentic AI 15:56 - How Micron Front Ran Competitors In Memory Supply 19:05 - Why Memory Prices Were Falling Prior To AI 22:14 - Sponsor: Bitget 22:47 - Sponsor: Nexo 23:25 - The Massive Memory Demand: Data Center Costs 25:29 - Micron's Record Quarterly Earnings 27:33 - What's Driving Micron's Revenue Numbers? 36:09 - Micron Price Prediction: Where To From Here? 36:43 - Invalidation Triggers For The Micron Trade 37:59 - Wrap-up #ai #aiagents #micron 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.