Micron And SanDisk Slide: If Earnings Are Strong, What's The Market Afraid Of?

Options & Short Sell10-13 09:29
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Comments

  • Harrychuang
    10-13 13:01
    Harrychuang
    So what for the micron chips that are contracted to 2030/31 with hyperscalers which will be punished then for cheaper chips can be had from China at 10 to 20% of the long term contracted prices.  The hyperscalers will be miserable and will try to wiggle out of the contracts. Long term contracts of Micron do not protect it from misery when its clients are loosing money.
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