Micron Technology (MU) is in its strongest upcycle yet, fueled by surging spending on artificial intelligence (AI) infrastructure, which has turned memory into a critical bottleneck. Fiscal Q2 results validate that the semiconductor company delivered the largest sequential revenue increase in its history, and the business continues to accelerate. Yet at roughly 7x forward earnings, Wall Street has not fully priced in Micron’s earnings power. I remain long‑term bullish on MU, as the gap between i