Angie Martinez Sanchez @legiondeacero7: "MICRON TECHNOLOGY – POST 1/2 Something..."

Colombia

MICRON TECHNOLOGY – POST 1/2 Something important is happening in memory, and I wanted to use this space to explain it in depth. When people talk about AI, everyone looks at GPUs, models, and software. But there’s a critical piece without which absolutely NONE of that works, and that piece is memory. This is where the incredible story of Micron Technology really starts to take shape. Let’s start by explaining what Micron is. It’s not a hype company. It’s one of the three largest memory manufacturers in the WORLD (DRAM and NAND), a component that is literally in EVERYTHING: data centers, GPUs, AI servers, PCs, mobile phones, automobiles, and storage. What changed wasn’t Micron. What changed was the scale the market is now dealing with. Memory demand from AI-driven data centers went from representing roughly 30% of the market to now consuming between 50% and 60% of GLOBAL SUPPLY. This is not a temporary spike; it’s a completely structural shift. The industry was neither designed nor prepared for this astronomical level of sustained consumption (emphasis on sustained, as this is one of the company’s strongest catalysts today). That’s why the current shortage is not any single company’s fault, nor will it be fixed “quickly.” Manufacturing memory isn’t just about “opening more factories.” Each module has different densities and configurations, and every adjustment reduces total output. More variety equals less effective volume. In a tight market, that becomes a very real bottleneck. Micron made this clear when it said that “meaningful relief will not arrive before 2028, even with new fabs coming online.” That means continued pricing pressure, tremendous bargaining power for manufacturers, and much higher margins for several years. This is not the typical short, cyclical semiconductor cycle we’re used to and that textbooks describe. This is a cycle driven by critical AI infrastructure that simply cannot meet demand. That’s why Micron carries a significant weight in our portfolio today. Because of fundamentals, projections, and above all, conviction. Even buying at highs, we’re up +107%, and the thesis hasn’t broken. On the contrary, it has strengthened. In the next post, I’ll explain why the real bottleneck isn’t installed capacity, but how memory is actually manufactured, and why the market continues to underestimate what that means for Micron. This isn’t about one quarter. It’s about several years. I hope this post is useful, and if it’s not too much to ask, I’d really appreciate a like and a share. $MU (Micron Technology, Inc.) $NVDA (NVIDIA Corporation) $VOO (Vanguard S&P 500 ETF) $ASML (ASML Holding NV) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR)

Not investment advice. The author may have financial interests in the mentioned instruments.