Woofun AI notes that Critini Research analyst Jukan refutes bearish views on Micron, asserting its future importance may surpass Nvidia. The analysis highlights that AI inference profitability is constrained by memory bottlenecks rather than GPU availability, rendering simple GPU stacking ineffective. Consequently, adding memory yields higher returns than adding GPUs during inference phases. Jukan advocates evaluating Micron through the lens of 'Inference is memory,' predicting that high-bandwidth memory (HBM) will become a more critical value source than GPUs in the later stages of the AI era.