MU — Added to BofA 'Best Investment Ideas' · Chinese AI Widens HBM Shortage
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Shay Boloor: Bank of America added MU to its 'best investment ideas' list, saying Chinese AI models are expanding a HBM shortage. Kimi K2's ~1.4 TB of HBM per instance reinforces Micron's long-term outlook.
Source (Shay Boloor · 2026.07.21)
"Bank of America added $MU to its list of 'best investment ideas' saying Chinese AI models are expanding a $HBM shortage.
Kimi K2's wild success ~1.4 TB of HBM per instance reinforcing Micron's long term outlook."
Investment Implications
Combines with yesterday's MSFT × Kimi K2 Copilot evaluation story = double reinforcement of the Chinese-open-model → HBM demand narrative. Track the HBM trio (SK Hynix, Samsung, MU) for margin/capex signals. What was pressure on the MSFT premium frame yesterday flips today into the HBM-beneficiary frame.
Sources & further reading
See the body and ticker IR links for sources on this note.
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Disclaimer
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