is it too late to buy micron ($MU)?

I bought Micron on April 28th at $500 per share and it just tapped $1 trillion in market cap, even after today's pullback. It's still up over 70% past month. So you guys keep asking me if it's too late to buy Micron and here is the answer. Just yesterday, UBS analyst price target for the Boise, Idaho-based chipmaker to a street high of $1,625, more than 116% above where it is. Citing structural changes to the memory trade driven by AI demand. The firm expecting HBM shortages stretching through 2029. That shortage won't keep this rally going. It actually comes down to pricing. AI training and high-end inference is captive to HBM. So HBM has become so expensive that it's become the biggest line item in a GPU's cost. While at the same time, DRAM prices have spiked that hard that on a per wafer basis, commodity DRAM can actually be more profitable in the short term. So long as most of the AI memory demand, HBM stays in HBM. And the price gap commodity DRAM holds, this rally could continue. But if Nvidia and hyperscalers start shifting to memory makes back to cheaper DRAM and the pricing gap narrows, that could be an early sign that the party's over.