MICRON BEARS ARE MAKING A 200 YEAR OLD MISTAKE -Every few weeks it's "Google's algorithm is 6x more efficient, it's over for $MU" -Jevons paradox, known since the 1800s: make something more efficient and demand grows more than the efficiency gain -Even if the 6x were real and immediate, @hamids says demand more than 6x's it

.@MicronTech is investing hundreds of billions in New York and Boise, building 4 mega fabs, including one that will stretch a mile long, and creating 100,000 jobs. This is @POTUS's trillion investment agenda in action: 5 million trade jobs and American factories coming back.

Micron, one of three companies on earth making specialized memory chips that let AI systems run at scale, says that memory chip supply stays tight through 2027. Read that as a chip story if you want, but the less comfortable read is that memory scarcity doesn't affect everyone equally. It gets allocated to the biggest buyers first. Shortages like this make the current leaders harder to displace and the field gets less competitive.

Micron's earnings lit up the AI memory trade. On MEXC: ⚡ $MU Futures trading volume surged 142% in a single day 🧠 AI memory & storage dominated 44% of the Top 10 equity-related futures volume Read the full report👇

Micron is officially the most traded stock in the US. Daily turnover in Micron stock, $MU, surpassed $70 billion for the first time, making it the most traded stock in the US. This metric has surged +1,100% since the start of 2026. This also puts Micron ahead of both Nvidia, $NVDA, and Tesla, $TSLA, two of the most actively traded US stocks in 2025. To put this into perspective, neither $NVDA nor $TSLA exceeded $70 billion in daily turnover over the last 12 months. This comes as $MU has surged +268% year-to-date and has been the biggest contributor to the S&P 500’s +7.5% gain so far this year. Micron has become the center of the AI trade.