# Mar 9, 2026: Micron & Infleqtion - Two AI Stocks to Watch in 2026

Page: https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-9-2026-micron-infleqtion-two-ai-stocks-to-watch-in-2026
Text version: https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-9-2026-micron-infleqtion-two-ai-stocks-to-watch-in-2026.md
Podcast: [The 7investing Podcast](https://stenobird.com/podcast/the-7investing-podcast-1227049)
Published: 2026-04-02T20:56:32+00:00
Episode link: https://podcasters.spotify.com/pod/show/7investing/episodes/Mar-9--2026-Micron--Infleqtion---Two-AI-Stocks-to-Watch-in-2026-e3hblq9
Audio file: https://traffic.megaphone.fm/APO1781262852.mp3
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Duration seconds: 2045

## Resource

Simon Erickson of 7investing breaks down two high-potential watchlist stocks: Micron Technology (NASDAQ:MU) — a memory giant riding the AI boom with explosive margin expansion — and Infleqtion (NYSE:INFQ), a newly public quantum computing company using groundbreaking neutral atom technology. Micron's high bandwidth memory (HBM) is completely sold out through 2026, with gross margins expanding 16 percentage points year-over-year on $13.6B in quarterly revenue. This is one of the most compelling AI infrastructure plays in the semiconductor space right now.Infleqtion just hit public markets via SPAC in February 2026 and is already partnered with NVIDIA (NASDAQ:NVDA) through a CUDA integration called Qlink. With quantum computing threatening RSA encryption and unlocking solutions classical computers can't touch, government contracts, defense spending, and research grants are flooding the space — justifying premium valuations for early-stage leaders.

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## Transcript

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