Jim Cramer Backs Micron's Fab Buildout as the AI Memory Trade
As seen on the 24/7 Wall St. homepage on August 20, 2026.
Cramer is touting Micron's fab buildout while DRAM supply stays tight, keeping the memory maker squarely in the AI capacity trade.
to this moonscape: Micron Manufacturing Might!! https://t.co/nCtcaeaiIL
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Jim Cramer posted on August 20, 2026 about Micron's manufacturing expansion, framing the company's fabrication buildout as a standout opportunity in the current market.
Micron's ongoing fab construction and a tight DRAM supply environment position the memory maker squarely inside the AI infrastructure capacity trade.
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With AI compute demand straining memory supply, companies scaling domestic fab capacity carry a strategic premium the market is still pricing in.
The post drew 49 likes, a modest but engaged response as investors debate the thesis.
Mentioned: MU