All bullshit analysts. Last quarter report Micron already said revenue will be in several Billion , yet BNP Paribas downgrade and gave target price of 67, his brain in backside . That's why I always said you and buy and sell purely listen to analysts you will always lose money
Micron Q4: HBM Growth Continues In 2025, Upgrade To Strong Buy
If you see the QR , last 6 quarters , every quarter revenue increased by 4 Billion . Latest quarter Q2 is 30, if linear growth Q3 would be 34 and Q4 will be 38, this is excluding Blackwell that Jensen said demand is incredible , let's say 5 billion from Balck well , total Q4 will be 43. Continue into next fiscal year assuming demand remains strong which I think it will unless Jensen lied saying demand is incredible . i think 200 Billion revenue is achievable
Another rubbish article. When Blackwell is shipped out , you can write again . Next fiscalyear will be 200 Billion revenue and by then everyone will say should have bought last year