Ragz
03-18 10:30

MU is feeding the demand for more commotion power especially for AI. 

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Micron Beats But Capex Concerns: Would You Add at $400?
With margins hitting 81%, has Micron reached its "cyclical peak" for this AI super-cycle? Is the $10B additional spend for FY2027 a visionary bet on HBM dominance, or a repeat of past oversupply mistakes?
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Comments

  • Subramanyan
    03-18 12:50
    Subramanyan
    Quite true. Honestly, this is one counter that is really setting the bar in the industry consistently.
    • Ragz
      Micron crossed the $500 billion market-cap threshold into the close of trading on Tuesday.
    • Ragz
      Thank you for sharing your insight 😅
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