AI Bubble or the Next Nvidia? | Micron Deep Dive
Video Stock Deep Dive.
Recently, I decided to start a YouTube Channel.
And my first Stock Deep Dive is about Micron.
50+ years, the memory was viewed as a brutal, cyclical commodity.
Companies in this space were prone to extreme boom-and-bust cycles, where periods of high profitability were quickly followed by devastating oversupply and price collapses.
However, the rise of AI has fundamentally changed this dynamic.
Micron is transitioning from a cyclical commodity manufacturer into a structural enabler of AI.
In Q3 2026, the company grew revenues by an insane 346% and net income by 1,400%, reaching a net margin of 68%!
As a result, the stock is up 1,800% in 3 years.
These types of results are unheard of for an industrial company of such scale and remind me of the stratospheric growth of Nvidia in 2024.
In this Micron Video Stock Deep Dive, I will examine what is driving the growth and whether the company remains an attractive long-term investment opportunity.
My goal with this YouTube channel is to bring my finance research to a different audience that prefers videos over long-form text.
I hope my Substack readers will enjoy watching this Micron breakdown.
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