“Micron trades at barely 4 times next year's earnings while memory prices have exploded 400 to 500 percent, the cheapest hardware bet in the AI boom.”
“we are at bottlenecks right now, which is why DRAM prices are up 400 or 500% from where they were in September”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.