a print this perfect is exactly when i get nervous. 84% margins never last, memory is the most cyclical thing on the planet. took profits into the number, not chasing that $50B guide up here
☕️ [Task Coins Giveaway] Daily Market Talk — Micron's Monster Quarter
It's still all about AI memory. Micron just dropped a monster quarter after the close, with revenue more than 4x'd to $41.46B and guidance for a stunning $50B next quarter. Korea staged a V-shaped rebo...
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