Bokeh Capital Partners CIO Kim Forrest says she expects Micron shares to continue to rise long-term as markets become more aware of the need for high bandwidth memory in the AI age. She tells Bloomberg's Caroline Hyde and Ed Ludlow why "old tech" makes a good new investment on "Bloomberg Tech." ...

All right, you hear the cheers here as we uh count you down to an opening bell on Friday. Maybe also cheering for the fact that it is Friday. Let's do our last mad dash for the week.Of course, head back down to Kentucky and Mr. . Kramer. What do you got.Right where I am at a beautiful glass factory reporting. David, one of the things that I think is amazing is when you think of semiconductor stocks and what is powering higher, you think of Nvidia. Well, wait a second.Maybe you should be thinking about Micro ...

公司业绩 - 美光科技第三季度利润远超预期，主要得益于人工智能驱动的内存市场增长，尤其是高带宽内存成为当前核心盈利驱动力 [1] 行业趋势 - 人工智能技术推动内存市场需求显著增长，高带宽内存产品表现尤为突出 [1] 作者背景 - 作者专注于高科技和早期成长型公司的研究，擅长挖掘创新、颠覆性机会以及价值型股票 [2]