Micron has 43000 employees about 14,000 more employees than Nvidia and almost double AMD.
Micron is a delivery giant.
It means they have a much higher capacity and ability to deliver at scale. Demand is extremely high and satisfying it in full .. is gold. Most other companies in the sector are one or even two years on log which makes their products expensive. Micron becomes the leader of capacity and immediate delivery without a waiting time. Huge competitive advantage.
Micron is profitable. This is extremely significant. At their scale of delivery and capacity, their growth is astonishing.
Their last report was just the beginning. This is a stock worth anywhere between $120 to $170 after their last earnings report.”
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