The Information Machine

Micron is one of the most UNDERVALUED stocks in the entire AI trade right now and everyone should be buying at these pri…

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-05-18

Milk Road AI calls Micron the most undervalued AI trade stock and recommends buying, citing Jensen Huang's statement that the HBM supply chain is fully aligned with Nvidia's Grace Blackwell GPU platform.

Open original ↗

Appears in

Extraction

Topics: micron-stockhbm-memoryai-semiconductorsstock-valuation

Claims

  • Micron is the most undervalued stock in the current AI trade.
  • Jensen Huang stated that the supply chain and HBM production are aligned with Grace Blackwell GPUs.
  • Current Micron prices represent a buying opportunity.

Key quotes

Micron is one of the most UNDERVALUED stocks in the entire AI trade right now and everyone should be buying at these prices. (Save this).
Jensen laid out the situation in one sentence, the supply chain is lined up, the HBM is lined up with the Grace Blackwell GPUs