hey it’s tim… you’re not on my list?

Every Nvidia AI chip has a Micron memory chip sitting right next to it—and Micron's entire 2026 production line is already sold out. Here's why this overlooked AI play is trading at a fraction of comparable tech stocks despite triple-digit earnings growth.‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­

­ Hey Folks,   Everyone's talking about Nvidia. The GPUs. The data centers. The AI revolution. But there's a critical piece of the puzzle most investors are completely overlooking. Chips need memory—or they're basically useless. Micron (MU) makes that memory. And right now, their entire 2026 production line is already sold out. That's not hype. That's proof of concept. Why Memory Is the Missing Link Here's how it works. When AI systems train models like ChatGPT or generate images, the computer needs to hold massive amounts of information actively—not saved to a hard drive, but ready to use instantly. That's what memory chips do... The special memory chips used in AI are called HBM, which stands for high bandwidth memory. If Nvidia makes the brain, Micron makes the short-term memory. The brain literally can't think without it. Every single Nvidia AI chip has a Micron memory chip sitting right next to it. Every single one!  When investors get bullish on Nvidia, what they're missing is that Micron is a massive symbiotic beneficiary of that same demand. Here are 6 reasons why Micron is worth paying attention to... 1. Sold Out Through 2026 Micron's production capacity is completely spoken for. Demand far exceeds supply, and customers are locking in orders years in advance.  That kind of visibility is rare in the semiconductor industry—and it provides a floor under revenue projections that most companies can only dream about. 2. Only Three Companies Can Do This Here's the wild part. Only three companies in the entire world can manufacture HBM memory: Micron – Based in the United States SK Hynix – Based in South Korea Samsung – Based in South Korea This isn't a competitive market with dozens of players fighting for scraps. It's an oligopoly with structurally limited supply and exploding demand. 3. Pricing Power Is Exploding There's a massive memory shortage happening right now. Manufacturing HBM chips for AI requires far more factory capacity than regular memory chips. Even with factories running at full speed, production can't keep pace with demand. The result: Memory prices jumped 20-25% just last quarter Server memory prices could double in 2026 When customers are locking in chips years in advance, suppliers can charge almost whatever they want That's textbook pricing power—and it flows straight to the bottom line. 4. The Numbers Are Staggering Micron's recent financial performance isn't just good—it's exceptional: Last quarter revenue – $13.6 billion, up 56% year-over-year Last quarter earnings – Up 167%, nearly tripling profits Next quarter forecast – Revenue up 132%, earnings up 440% Full year 2026 earnings growth – Plus 284%, nearly quadrupling Projected earnings – $32 to $37 per share this fiscal year This is hypergrowth territory, the kind of acceleration typically seen in early-stage tech companies—not established semiconductor manufacturers. 5. Absurdly Cheap Valuation Despite all that growth, Micron trades at just 9x forward earnings. For context: Average tech stock – 26x forward earnings Nvidia – 40x+ forward earnings Micron – 9x forward earnings The stock is trading at roughly a third of what comparable growth companies cost. Either the market is sleeping on this name, or there's a disconnect that's going to correct—potentially violently to the upside. 6. Smart Money Is Paying Attention Morgan Stanley recently ranked Micron as their number one semiconductor pick. When institutional research desks start pounding the table on a name trading at single-digit multiples with triple-digit earnings growth, retail investors should at least pay attention. This is why we posted an Options idea for MU on Discord recently and issued a price thesis based on the setup... The Bigger Picture The AI trade has been concentrated in a handful of names—Nvidia chief among them. But the picks-and-shovels opportunities extend beyond GPU manufacturers. Memory is the bottleneck. Without HBM, AI chips can't function. And with only three companies capable of producing it, the suppliers hold significant leverage. Micron sits at the intersection of multiple tailwinds: AI infrastructure buildout accelerating globally Memory shortage creating pricing power Oligopolistic market structure limiting competition Valuation disconnect versus growth trajectory The market has been focused on the flashy names. Micron has been quietly executing while trading at a fraction of comparable multiples. That kind of setup doesn't stay hidden forever... ­ Shifting gears...   Don't forget about our 2026 New Year Discord sale! Get 26% off the yearly membership if you sign up today... 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