Micron vs Nvidia? Shay Says One Is Flashier, The Other More Foundational
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Micron vs Nvidia? Shay Says One Is Flashier, The Other More Foundational
Micron ($MU) is often dismissed as a boring memory play—but Shay Boloor says that’s a massive mistake. In this episode of Daily Rip Live, Shay tells Katie Perry why Micron is rapidly becoming one of the most leveraged players in the AI acceleration market, through its dominance in HBM, packaging, and interconnects—the physical backbone ...
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