
Why Wall Street is calling Micron next Nvidia on HBM
On June 29, 2026, TechCrunch reported that Wall Street is asking whether Micron could be the next Nvidia. The pitch rests on one thing: high‑bandwidth memory for AI accelerators. If HBM3E stays scarce and lucrative, memory stops looking like a commodity and starts looking like a profit engine. Why investors are making the Micron next […]







