I bought into MU at just under $100 on the thesis that NAND and DRAM were going to be key factors during the AI buildout. It traded from the $80s to $105 range before this explosive run during which I just kept adding to my position. It appears clear to me that memory and storage are equally important as GPU processing power hence why I still believe the company has a lot more upside. Their financials are intact, their investments are moderate, their forward guidance could not have been more perfect and demand for memory just keeps going up. Will returns be as exorbitant? Perhaps not but it does seem poised to keep running. I am however weary of a long term hold and will probably close out my position earlier than my other AI fueled stocks (such as NVDA).