$Micron Technology(MU)$ $SK hynix(SKHY)$ SKHY reports tomorrow night. I really hope they ease up on the capex talk and just lay out what they plan to do and when, without the hype. We already know earnings will be strong and they are sold out. The main thing analysts will be asking is what the ROI picture looks like. If capex stays too aggressive, the oversupply glut narrative will take over and this stock could become untouchable. If capex is too light, they risk losing future market share, sold out or not. I hope they get it right. Not sure Jensen does.
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