$Micron Technology(MU)$ MU generated 27% more GAAP income in the latest quarter than AAPL.
NVDA is the only US company that made more money than MU.
MU is guiding for 15% QOQ EPS growth.
MU is clearly sandbagging. Three quarters of their 2027 revenue is already sold under short-term and long-term contracts.
The earnings call implied that 50% of production is already spoken for.
That remaining 50% will likely go for much more than the contracts currently signed.
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