Anni(@anni_sen):Sanjay Mehrotra on Cramer today: Micron $MU is building a $10B research lab at their Boise HQ dedicated to memory innovation. $10B says memory isn’t just following a roadmap (HBM3E → HBM4E). It’s becoming foundational enough to AI infrastructure that Micron is investing in what comes after the roadmap lower power, efficiency, optimization as memory becomes a bigger share of the chip itself. Memory is no longer a commodity riding someone else’s innovation cycle. It’s the innovation. And Micron is the only company making it on U.S. soil.

Anni

@anni_sen

Managing Partner, BluBird Capital Engineer - xApple | xQualcomm | xIntel | Startup exits, Tennis player🎾, JohnsHopkins alumni

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Anni@anni_sen

2026.08.20 14:52

Sanjay Mehrotra on Cramer today: Micron $MU is building a $10B research lab at their Boise HQ dedicated to memory innovation. $10B says memory isn’t just following a roadmap (HBM3E → HBM4E). It’s becoming foundational enough to AI infrastructure that Micron is investing in what comes after the roadmap lower power, efficiency, optimization as memory becomes a bigger share of the chip itself. Memory is no longer a commodity riding someone else’s innovation cycle. It’s the innovation. And Micron is the only company making it on U.S. soil.