Motley Fool is bullish on Micron because AI demand is expanding from GPUs to memory and storage. Management said their inventory is already sold out. They expect revenue to jump 81% to $76 billion this year and earnings to triple. The main point is valuation. Micron trades at a forward P/E of 12, while other AI stocks like Nvidia and AMD average around 30. They think the stock could go to $650 or higher by year-end if it catches up to the sector average.