$NVIDIA(NVDA.US) Micron just delivered record revenue and beat expectations as an essential AI enabler with their High-Bandwidth Memory (HBM) chips being critical component in training & deploying generative AI models. As supplier for Nvidia's AI accelerators, Micron's strong earnings and forward guidance tells you all you need to know about market demand for HBM and how efficient they are. Considering how this data reinforces Nvidia's role as a downstream beneficiary of rising AI infrastructure buildouts, I am still confident that the partnership between Nvidia & Micron will allow Nvidia's high end GPUs to be more efficient and have even stronger performances in the future. While I have to admit Nvidia's stiff competition with other tech companies, I am bullish in the long term. @Bridge Buzz SG