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BofA's Vivek Arya calls the Q3 chip selloff a "summer reset," keeps a $1,550 target on Micron, and names 7 stocks to own through the $1.5T AI buildout.
Micron held a groundbreaking ceremony July 4 at its Hiroshima plant for a ¥1.5 trillion expansion targeting HBM4E and next-gen DRAM for AI servers, with Japan covering close to half the bill.
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