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Analyst Highlights the Nvidia Link in Micron (MU) Business, Says It’s ‘The Most Important Takeaway’

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. Micron Technology Inc. (NASDAQ:MU) is one of the stocks analysts were recently talking about.

Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a latest program on CNBC that Nvidia “has to buy” from Micron, and this places the memory company in a strong position in terms of pricing power.

“I think the most important takeaway here, which I don’t think Sanjay (Micron CEO) is going to elaborate on a live interview, is who is actually doing a lot of buying. Unlike prior cycles, which were driven by distributors and the OEMs and ODMs, this cycle it is Nvidia, it is AMD, it is Broadcom that are actually doing the buying. And when you look at the AI, what Nvidia charges, which is about 80% of the AI server, the majority of that is going towards memory. So it is Nvidia that has to buy from Micron Technology Inc (NASDAQ:MU), and this is what gives Sanjay pricing power. The future of AI compute requires advanced memory, and that’s where the premium comes in, which is why this cycle is sustainable throughout 2016 and may even sustain into 2027.”

Photo by L N on Unsplash

Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large-cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. Here is what they have to say about Micron Technology Inc. (NASDAQ:MU) in their investor letter:

Micron Technology Inc. (NASDAQ:MU) shares advanced due to the company’s strong position in the AI-driven memory market. Management noted robust demand in its latest quarter.”

While we acknowledge the risk and potential of MU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

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This prediction might not be bold at all:

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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