A case on Micron
Plot: Over the past half a year, the best performing asset has not been crypto, the S&P or any other likely investment. Indeed, RAM Prices have seen a 3 times multiple on thier price since January. With the announcement of major players (Mircron, Sk Hynix, etc.) announcing their push towards STRICTLY enterprise customers, it has seemed like computer memory is now a luxury good.
It’s no suprise that subsequently, Micron, a leading manufacterer of computer memory has seen a rise in share price (20-30 %) YTD as of writing this.