Editorial companion

What stands out

Ivan Feinseth pointed to Micron’s quarter as proof the AI-driven memory cycle is real, he said revenue jumped sharply and earnings exploded as demand outstrips supply, then named Nvidia, Intel and SanDisk as core infrastructure winners. He also called recent pullbacks in MongoDB and Microsoft buying opportunities and praised Meta after its AI device rollout. The clip matters because a senior strategist framed these moves as the start of a multi-year, generational cycle rather than a short-lived trade.