• Micron (MU) is at $400.77, up 5.55% after Q1 revenue of $13.64B and EPS of $4.78 beat estimates. Q2 guidance: $18.70B revenue, $8.42 EPS. Wall St. target is $316.13, bull case $479.55.

• Micron’s sold-out HBM capacity through 2026 as the only American HBM supplier and new AI infrastructure products with Nvidia drove exceptional Q1 results and strong Q2 guidance.

• The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.

Micron Technology (NASDAQ: MU) traded at $400.77 Thursday morning, bouncing 5.55% off the prior close after an 8.46% one-month pullback tied to geopolitical-driven semiconductor selling. The 12-month run has been extraordinary: +340.89% from $90.90 a year ago. The question…