Liquidity does not lie.. and Micron redefines the "ceiling" of artificial intelligence.

While some were wondering if the AI bubble had started to burst, Micron's (‎$MU) response was harsh and eloquent: the biggest financial quarter, the highest historical peak, and most importantly.. institutional liquidity we haven't seen since April.

What happened with Micron is not just "good profits," but a confirmation of one technical and economic truth: there is no artificial intelligence without "superior" memory.

Processors (like those made by Nvidia) are the brain, but HBM (memory made by Micron is the oxygen that allows this brain to operate.

A look at the chart tells us a lot:

Breakout )Breakout(: the stock surpassed $265 strongly.

Institutional footprint: look at the trading volumes below; institutions only buy at peaks if they see that this "peak" is just a "bottom" for the next phase.

Valuation race: investment banks )Citi, ‎某交易所( competed to raise their price targets above $300 immediately after the results were announced.

The message is clear: the infrastructure for AI is still under construction, and companies that hold the "keys" to technology )like advanced memory( will remain the winning horse.

Is your portfolio ready for the second wave of the semiconductor revolution? )