In today’s post:
AI Runs On This. Not Nvidia. 🤔
AI Runs On This. Not Nvidia. 🤔
Micron $MU ( ▼ 1.46% ) is up another ~80% since the last time we covered it. And it still trades at 7x forward earnings.
So either the market is right and this is a boring cyclical chip stock. Or the market is pricing a Ferrari like a second-hand Ford Fiesta.
We know which one we think it is.
What actually limits an AI system today?
Spoiler: it's not the GPU anymore.
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