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home / news releases / DELL - Micron Q2 Preview: Strategic Investments And A Focus On AI DRAM Utilization Make It A Buy

DELL - Micron Q2 Preview: Strategic Investments And A Focus On AI DRAM Utilization Make It A Buy

Dell Technologies Inc. Class C

2024-03-08 03:57:07 ET

Summary

  • Micron Technology is positioned to capitalize on the rapid adoption of AI and the growing AI server retooling market.
  • The company's partnership with Nvidia to sell HBM3e memory for AI GPUs highlights its forward-looking approach.
  • MU's positive operating cash flow and focus on innovation in AI DRAM utilization make it a compelling investment.

Investment Thesis

For further details see:

Micron Q2 Preview: Strategic Investments And A Focus On AI DRAM Utilization Make It A Buy
Stock Information
Company Name: Dell Technologies Inc. Class C
Stock Symbol: DELL
Market: NYSE
Website: delltechnologies.com
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