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#MicronOvertakesMetaInMarketValue
🚀 Micron Is Now Worth More Than Meta. People With Money Are Investing In The AI Backbone
Micron being worth more than Meta is a deal. It says a lot about what people think is important now.
A years ago nobody would have believed this. Meta was the company that made a lot of money from ads and had a lot of users. Micron was a company that made computer chips.. People who invest in the market do not care about what happened in the past. They care about what will happen in the future.
Right now everybody wants a piece of the AI action. This is changing how much companies are worth.
What I think is interesting is the kind of companies that are doing well.
* The market is not just looking for companies with AI products.
* People with money are investing in the basics. Memory and storage.
* These are the things that nobody thinks about until they are really needed.
That is where Micron comes in.
1. Micron makes the kind of memory that AI systems need to work
2. Without it AI systems get stuck.
3. They need to be able to move a lot of data and that is where Microns memory comes in.
This reminds me of what happened with crypto.
* At first regular people got excited about it.
* Then smart investors started putting their money into the companies that made crypto work. Like the exchanges and the underlying technology.
That is where the big money is made.
So what does this mean?
* If people keep spending a lot of money on AI then companies like Micron will do well.
*. If people get too excited and expect too much then even good news might not be enough to keep the companies going up.
My thought is that this is not about Micron doing better, than Meta.
* It is a sign that people are changing their minds about who will make money in the AI world.
* We should pay attention to the companies that make the basics. Memory and storage.
* That is where the smart money is going. Even if regular people do not understand it yet.
What do you think. Are companies that make AI basics still a good investment or are people getting too excited?
#GateSquare #Micron #AI、