MU Just Posted Record $41.5B Revenue and the AI Memory Squeeze Is Only Getting Tighter
YouTube's biggest finance voices are converging on one uncomfortable truth: AI is real, the costs are real, and most companies are still faking it

Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | buy | $1144.37 | — | — | — |
| AAPL Apple Inc. | hold | $281.08 | — | — | — |
| MSFT MICROSOFT CORP | hold | $370.23 | — | — | — |
| QCOM QUALCOMM INC/DE | buy | $195.84 | — | — | — |
| SYNA SYNAPTICS Inc | hold | $125.48 | — | — | — |
| RKLB Rocket Lab Corp | buy | $84.22 | — | — | — |
| TSLA Tesla, Inc. | hold | $380.30 | — | — | — |
| META Meta Platforms, Inc. | buy | $551.30 | — | — | — |
| BA BOEING CO | hold | $218.51 | — | — | — |
| INTC INTEL CORP | hold | $127.81 | — | — | — |
| LLY ELI LILLY & Co | buy | $1206.08 | — | — | — |
| BDC BELDEN INC. | buy | $119.17 | — | — | — |
| NFLX NETFLIX INC | buy | $73.89 | — | — | — |
| SONO Sonos Inc | hold | $13.40 | — | — | — |
| AMZN AMAZON COM INC | buy | $229.94 | — | — | — |