Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia 0:00 - Intro 1:30 - Morgan Stanley Micron Report 10:30 - Inventory in the market & spot price of PC DRAM 24:15 - PC DRAM spot price prediction 28:45 - PC DRAM corporate market & Window 11 update 33:00 - Long-term prospects for the spot price 37:50 - PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs 43:10 - Price prediction prior to COVID Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah Sunil Shah Email: [email protected] Email: [email protected] Twitter: @vitvpodcast Instagram: @vitvpodcast Facebook: /vitvpodcast Database: www.valueinvestor.org