Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio

June 11, 2026 - 20:51

Micron Technology, Inc. (NASDAQ:MU) continues to hold a strong position as one of the top stock picks in billionaire Ken Griffin's portfolio. The memory chip manufacturer has seen its shares surge dramatically, climbing 671% over the past year and 171% year-to-date, making it one of the best performers in the current market.

Analysts at Morgan Stanley recently weighed in on the company's outlook during a discussion in early June. The firm highlighted Micron's critical role in the artificial intelligence supply chain, particularly its high-bandwidth memory chips used in advanced data centers. As AI demand accelerates, Micron is positioned to benefit from the need for faster and more efficient memory solutions.

Griffin, the founder of Citadel, has long been known for his data-driven investment strategy. Including Micron among his top holdings signals confidence in the semiconductor sector's long-term growth. While the stock has already delivered massive returns, some analysts believe there is still room for upside as AI infrastructure spending continues to expand.

Investors should note that Micron's recent performance reflects both the AI boom and a broader recovery in the memory chip market after a downturn in 2022 and 2023. The company's ability to maintain its technological edge will be key to sustaining its momentum.