MU is a potential long-term winner due to its role as AI infrastructure backbone; current valuation appears attractive.

Okay, so let's take a look at Micron. We saw Micron back down yesterday under some pressure, influenced by this wider debate about artificial intelligence.

It is certainly a completely different investment than IBM and Home Depot. They released a very strong earnings report. They broke their trend, which I believe lasted for four quarters of double-digit declines after what was arguably impressive earnings.

Well, you know, I think there's a small chance that some of these memory chip stocks are still mispriced in the market. The ratings seem very, very, very attractive to me.

I know it has risen by a huge amount, but I still think it could be one of the biggest winners. In the coming years, they will be here, because the way artificial intelligence is progressing makes them the backbone.

They have run out of all their memory chip stocks, and I think they will benefit enormously from the AI-enabled computer upgrades we will see. They have $68.3 billion in net cash.

Think about how much this company has grown and what the future possibilities are here.

There is a lot of momentum in Micron. There are fluctuations. I'm not saying it's going to go straight up, but I think we're approaching a good area on the chart where we might see this stock take off before the end of the year.