Is Micron the next Nvidia? $Mi

Is Micron the next Nvidia? $Micron Technology(MU)$

In a recent report, Timothy Arcuri, a respected analyst at UBS, put forward this exact thesis. It sounds a bit surprising that a company long known for its cyclicality is now being called "the next Nvidia."

What does Micron actually do? It manufactures very fast computing memory, mainly DRAM and also NAND. Lately, however, its most important product has been HBM, which goes straight into data center racks. As one of the three market leaders, Micron sells out its entire capacity within just a few months, allowing it to maintain an operating margin of 48%—an increase of more than 100% in just one year. This product has become its flagship in the data center world.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":575628918432448,"tweetId":"575628918432448","gmtCreate":1781560597000,"gmtModify":1781600285742,"author":{"id":9000000000000142,"idStr":"9000000000000142","authorId":9000000000000142,"authorIdStr":"9000000000000142","name":"fizzzi","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":74,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/56f1339816f343bc97cce3c5ebb8045e","width":"700","height":"394"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/56f1339816f343bc97cce3c5ebb8045e","width":"700","height":"394"}],"title":"","html":"<html><head></head><body>Is Micron the next Nvidia? <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>\nIn a recent report, Timothy Arcuri, a respected analyst at UBS, put forward this exact thesis. It sounds a bit surprising that a company long known for its cyclicality is now being called \"the next Nvidia.\"\nWhat does Micron actually do? It manufactures very fast computing memory, mainly DRAM and also NAND. Lately, however, its most important product has been HBM, which goes straight into data center racks. As one of the three market leaders, Micron sells out its entire capacity within just a few months, allowing it to maintain an operating margin of 48%—an increase of more than 100% in just one year. This product has become its flagship in the data center world.\n<img src=\"https://community-static.tradeup.com/news/56f1339816f343bc97cce3c5ebb8045e\" tg-width=\"700\" tg-height=\"394\"></body></html>","htmlText":"<html><head></head><body>Is Micron the next Nvidia? <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>\nIn a recent report, Timothy Arcuri, a respected analyst at UBS, put forward this exact thesis. It sounds a bit surprising that a company long known for its cyclicality is now being called \"the next Nvidia.\"\nWhat does Micron actually do? It manufactures very fast computing memory, mainly DRAM and also NAND. Lately, however, its most important product has been HBM, which goes straight into data center racks. As one of the three market leaders, Micron sells out its entire capacity within just a few months, allowing it to maintain an operating margin of 48%—an increase of more than 100% in just one year. This product has become its flagship in the data center world.\n<img src=\"https://community-static.tradeup.com/news/56f1339816f343bc97cce3c5ebb8045e\" tg-width=\"700\" tg-height=\"394\"></body></html>","text":"Is Micron the next Nvidia? $Micron Technology(MU)$ In a recent report, Timothy Arcuri, a respected analyst at UBS, put forward this exact thesis. It sounds a bit surprising that a company long known for its cyclicality is now being called \"the next Nvidia.\" What does Micron actually do? It manufactures very fast computing memory, mainly DRAM and also NAND. Lately, however, its most important product has been HBM, which goes straight into data center racks. As one of the three market leaders, Micron sells out its entire capacity within just a few months, allowing it to maintain an operating margin of 48%—an increase of more than 100% in just one year. This product has become its flagship in the data center world.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/575628918432448","repostId":0,"isVote":1,"tweetType":1,"viewCount":314,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":600,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/575628918432448"}