Shares of Micron Technology (NASDAQ:MU) are changing hands around $480 midday Thursday, off 2% on the session but still sitting near record territory. MU stock is up 68% year-to-date, making Micron one of the standout names in the AI infrastructure rally. The catalyst is structural. Every AI GPU from NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices ... Micron Is Up 68% YTD as HBM Demand Explodes. Is the Memory Rally Sustainable?