AI infrastructure is booming, and HBM demand is continuously surging! Micron (MU.US) is heading towards a new bull market trajectory?

According to the Zhitong Finance and Economics APP, after the US storage chip giant Micron Technology Inc. (MU.US) significantly raised its fourth-quarter performance expectations for the quarter ending in August 2025, the market's bullish sentiment towards Micron's stock price, which has surged by over 80% since April, has continued to heat up. In the eyes of Wall Street investment institutions, with the strong "bull market narrative" driven by the continuous surge in demand for HBM and general storage chips, Micron, the largest storage chip manufacturer in the United States, is poised to enter a new round of bull market expansion curve.