D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU) could be worth roughly four times its current price. However, if ... Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030