---
title: "Why Wall Street Thinks Micron Could Be the Next Nvidia"
source: "TechCrunch：AI（RSS）"
source_tier: "t2"
url: "https://techcrunch.com/2026/06/28/why-wall-street-thinks-us-memory-maker-micron-is-the-next-nvidia/"
permalink: "https://feed.astralor.com/items/itm_9c99ca06c0e323b360004efe"
published: "2026-06-28T15:00:00.000Z"
score: 51
channel: "finance"
tags: ["AI Memory Demand","HBM3E","Micron","HBM"]
---

# Why Wall Street Thinks Micron Could Be the Next Nvidia

## At a glance

Wall Street investors are searching for the next publicly-traded AI company that could rival Nvidia's success, and they have set their sights on US memory maker Micron. With surging demand for high-bandwidth memory (HBM) in AI training and inference, Micron's HBM3E technology positions it as a key supplier. Analysts believe Micron's leadership in memory and AI-driven demand growth could mirror Nvidia's stock trajectory.

## Key points

- Wall Street sees Micron as central to AI memory demand growth
- Micron's HBM3E is a critical component for AI chips
- Investors expect Micron to replicate Nvidia's stock performance
- Cyclical risks in memory market remain, but AI demand provides long-term momentum

## Full text

Eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they've found a winner with Micron.

---

Verify against the original before citing; curated by Astral Feed: https://feed.astralor.com/items/itm_9c99ca06c0e323b360004efe