Micron’s 500% Surge Raises the Hardest Question in AI Semiconductors: Is There Still Time to Buy?
Micron Technology’s extraordinary 12-month rally has turned the memory-chip maker into one of the market’s most closely watched AI beneficiaries, but it has also raised a familiar question for investors: has the move already run too far? Fresh commentary around an extended AI build-out, tightening RAM supply and firmer pricing suggests the cycle may still have room to run, even after a dramatic advance. Yet the stock’s valuation, volatility and dependence on memory pricing mean the next leg higher may be less about momentum and more about execution.
