Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a><\/p>\n Let’s take a closer look at them.<\/p>\n Anthropic is considered to be one of the most valuable pure-play AI companies in the world. It was valued at $965 billion in its latest funding round last month, making it more valuable than OpenAI. It is worth noting that Anthropic’s valuation has ballooned significantly of late, rising from $380 billion in February.<\/p>\n The rapid inflation in Anthropic’s valuation can be attributed to its phenomenal growth rate. The company’s annual revenue run rate sits at $47 billion, according to the latest update offered a month ago. Anthropic, therefore, is on track to deliver a significant jump in its top line from $10 billion last year.<\/p>\n This remarkable revenue growth is driven by an increase in Anthropic’s user base, a nice chunk of whom pay for using its AI models. Not surprisingly, Anthropic has been looking to secure more data center compute capacity. As memory plays a central role in handling AI workloads in data centers, Micron has made the right move by collaborating with Anthropic to support its “multi-year growth trajectory as the frontier AI lab scales its compute strategy for the long term.”<\/p>\n Given that Micron is going to spend $200 billion in the U.S. to build more fabrication plants and expand its current facilities, securing a partnership with Anthropic should ensure it has a fast-growing customer ready to buy the chips it will produce from its new fabs. Of course, the ongoing memory supply shortage is predicted to last until 2030, but it makes sense to ensure that the demand pipeline stays robust.<\/p>\n Story Continues <\/p>\n So, Micron has made a smart move by entering into a multi-year memory and storage supply agreement with Anthropic.<\/p>\n The Micron bull case just got stronger <\/p>\n The Micron-Anthropic partnership makes it clear that hyperscalers and AI companies continue to lock-in the available supply of hardware components to support infrastructure rollouts. Micron noted in its March earnings call<\/a> that it signed its first-ever five-year supply agreement in fiscal Q2, and the Anthropic partnership suggests that it could continue to land more such deals.<\/p>\n So, don’t be surprised to see Micron sustaining its phenomenal growth over the long run. Analysts are anticipating its top line to jump by just over 3x in the current fiscal year, though it is worth noting that the estimates for the next two years have climbed significantly.<\/p>\n Finally, as the memory supply shortage is likely to last until the end of the decade, the solid growth in Micron’s revenue should translate into a robust improvement in its bottom line. That’s why buying Micron stock while it trades at just 11 times forward earnings seems like the smart thing to do.<\/p>\n Should you buy stock in Micron Technology right now? <\/p>\n Before you buy stock in\u00a0Micron Technology, consider this:<\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Micron Technology\u00a0wasn\u2019t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years.<\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $393,037!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $1,280,627!*<\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by 4x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of June 23, 2026. <\/p>\n Harsh Chauhan<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy<\/a>.<\/p>\n![\"Micron](\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/06\/9a514bfcc1f8286ac54d058cb69bf140.jpeg\")
Image source: Micron Technology. Micron Technology can capitalize on Anthropic’s red-hot growth <\/p>\n<\/a> Data by <\/a>YCharts<\/a> <\/p>\n