Sold My Archer Aviation Shares and Bought This Growth Stock Instead. The AI Supercycle Made It Obvious.

A late-last-year investor says they sold Archer Aviation shares and rotated into Micron Technology, arguing that an AI-driven “supercycle” has made Micron’s momentum hard to ignore. The piece cites Micron’s stock up about 275% year to date and 582% over the past 12 months, moving from roughly $340 per share at the start of the year to around $1,072 now. It attributes the surge to demand for high-bandwidth memory chips, with Micron reporting fiscal third-quarter revenue up 74% sequentially and 346% year over year, and earnings up 105% sequentially and 205% year over year.