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Key Points:
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Micron Technology’s shares have reached all-time highs in 2025, driven by increasing revenue and a high demand for memory products essential for AI data centers.
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Duolingo is leveraging AI to enhance its features, resulting in a 46% year-over-year growth in subscription revenue for Q2 2025, with subscriptions contributing to 84% of total revenue.
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Super Micro Computer expects at least 50% growth in net sales for fiscal 2026 as it plays a significant role in the data center ecosystem.
Micron’s stock is trading at under 12 times forward earnings, while Duolingo trades at approximately 18 times sales, down 40% from its peak earlier this year. Super Micro Computer is priced at around 22 times forward earnings, amidst concerns of declining profit margins.
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