In the AI gold rush, while many focused on NVIDIA and AMD, Micron Technology has been quietly powering the most advanced AI servers with its HBM3E memory. This makes mu stock a compelling opportunity, as its fundamentals have strengthened underneath. We believe Micron is one of the most misunderstood and potentially mispriced underrated stocks in the semiconductors sector.Since our October 27th Micron episode, Micron stock has continued climbing while its fundamentals strengthened, driven by accelerating demand for high-bandwidth memory inside Nvidia H200 and AMD MI300 AI servers.In this episode of Facts Not Forecast, we break down:• How Micron stock has moved since our last Micron video• Why Micron’s HBM3E memory is now one of the tightest bottlenecks in AI infrastructure• Micron revenue, EPS growth trajectory, and margin recovery• Micron free cash flow, debt profile, and balance-sheet strength• Whether Micron still offers upside — or if investors should begin managing profits• How Micron fits into a long-term AI portfolio allocationMicron is no longer behaving like a purely cyclical memory stock — it is becoming part of the structural backbone of the AI economy.📊 We analyze Micron valuation, earnings momentum, and portfolio risk-reward to answer the real investor question:Is Micron still early — or already expensive?00:00 Intro00:44 AI Boom01:35 MU Stock Performance02:59 Strategic Shift to HBM05:05 Micron Revenue & Earnings08:50 Balance Sheet11:13 Analysts Forecast12:10 Risks & Rewards 🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.👇 Share your thoughts in the comments — which stock do you want us to cover next?#Micron #MUStock #AIStocks #SemiconductorStocks #HBM3E #AIInfrastructure #Nvidia #AMD #AIHardware #LongTermInvesting #FactsNotForecast #StockMarketInsightsYouTube Channel:youtube.com/@FactsNotForecast