$Micron Technology(MU)$ I went

$Micron Technology(MU)$ I went through all the major earnings from this quarter and put together a cheatsheet. The common thread across management commentary is pretty clear. The focus is shifting fast from who had the best AI exposure during 2024-2026 to who has the best memory exposure for 2026-2028. The market is likely going to have to re-rate memory, compute, and connectivity higher, because the memory shortage keeps getting worse. Some of the biggest names positioned around the memory shortage are Micron, Nvidia, Astera Labs, Credo, Marvell, Sandisk, Western Digital, and Broadcom.

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