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Micron (MU) Tops Ashva Capital's Q2 Picks as AI Reshapes Memory Chips

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Ashva Capital's Q2 2026 letter highlights Micron (MU) as its top holding, citing AI-driven demand shifting memory chip economics from cyclical to more structurally strong, despite MU's recent pullback.
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