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YahooAugust 31, 2026 at 12:00 PM NY4 days ago

The Overlooked AI Bet That Could Outperform NVIDIA by 2027

Memory stocks quietly powered one of the steepest AI trades of the cycle, but Micron now sits at a crossroads where a blowout quarter and a $100 billion sales backlog collide with surging capex and insiders selling at a decade-high pace.

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