Hello,
Everyone's talking about Nvidia's AI dominance, but they're missing a crucial piece: Nvidia can't make a single AI chip without Micron's memory.
Micron literally enables Nvidia's entire business model, and they're the exclusive supplier for critical components.
Yet while Nvidia trades at sky-high valuations, Micron just dropped after beating earnings by a mile. Access full story here.
-Christopher
P.S. Sometimes the companies that enable the leaders offer better risk-adjusted returns than the leaders themselves. You really need to read this before it's too late.