May 11, 2026

By Nigam Arora

To gain an edge, this is what you need to know today.

Semi Mania

Please click here for a chart of Micron stock (MU).

Note the following:

• The Morning Capsule is about the big picture, not an individual stock.  The chart of MU stock is being used to illustrate the point.  Micron is the leader of the semi mania.  Micron is one of the three major manufacturers of high bandwidth memory.  The demand for high bandwidth memory for AI data centers has exploded.
• The chart shows the steep move up in MU stock as the semi mania continues.