TechCrunch
6/28/2026

The original headline is: "Why Wall Street thinks US memory maker Micron is the next Nvidia"
Original: Why Wall Street thinks US memory maker Micron is the next Nvidia
Short summary
Wall Street investors are positioning semiconductor maker Micron as a potential breakout beneficiary of AI infrastructure growth, seeking additional high-return public stocks with trajectories similar to Nvidia. The thesis centers on memory chip demand from AI deployment scaling. Analysts see structural parallels between current market conditions and the growth drivers that powered Nvidia's rise.
- •Wall Street seeking public AI-infrastructure plays beyond Nvidia for portfolio diversification
- •Micron positioned as memory chip supplier critical to AI scaling
- •Investor thesis draws parallels to Nvidia's growth cycle and structural market demand
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