{"data":[{"ticker":"MU","slug":"micron-technology","name":"Micron Technology","exchange":"NASDAQ","sector":"Technology","layers":["memory-storage","semiconductors"],"exposure":{"score":78,"tier":"Core","rationale":"Micron sells HBM and data center DRAM and NAND directly into AI accelerators and servers, with HBM capacity sold out well in advance. AI memory demand is now the dominant driver of pricing, mix, and the entire investment thesis."},"price":690,"change24hPct":5.12,"marketCap":780682002432},{"ticker":"WDC","slug":"western-digital","name":"Western Digital","exchange":"NASDAQ","sector":"Technology","layers":["memory-storage"],"exposure":{"score":42,"tier":"Growing","rationale":"Western Digital sells enterprise hard drives and platforms into cloud and AI data centers that need cheap bulk storage for training data. AI-driven nearline demand underpins the growth story, though the business also serves general cloud and client storage cycles."},"price":263.78,"change24hPct":-1.44,"marketCap":98738987008}],"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.234Z","tier":"free","source":"https://supercyclehq.com/compare/mu-vs-wdc","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/compare/mu-vs-wdc","html":"https://supercyclehq.com/compare/mu-vs-wdc","md":"https://supercyclehq.com/compare/mu-vs-wdc.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}