TomCap
10-12

$Micron Technology(MU)$ One of the main reasons I like MU at this bottoming point. Yes Bottom is in!

Last Q Rev = $7.6bn.

Next Q Rev = $8.6bn

The HBM3 market is expected to grow from $5 billion this year to $25 billion by 2025

Micron's growth isn't limited to a single product line:

📍The company achieved record data center revenue in fiscal Q4 20242

📍NAND memory sales surged by 96% to a record $2.4 billion in Q41

$Advanced Micro Devices(AMD)$ MI325X = 256 to 288 GB HBM3E

$NVIDIA Corp(NVDA)$ B200 = 192 HBM3E

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