Two very different stories… one riding the AI wave, the other proving steady compounding still wins.The market is watching two giants this week. Micron Technology MU tests whether memory has entered a new supercycle, while  Costco COST gives us a read on the consumer and the power of recurring membership economics. Micron… How is it Up 78% YTD?Micron heads into earnings after the close on Tuesday riding a powerful AI-memory wave. Shares have ripped this year on surging demand for HBM3E attached to Nvidia’s  ...