AI memory boom remains strong but with 80%+ margins and lofty expectations sustaining this pace of growth may become more challenging.If AI infrastructure spending keeps accelerating, Micron may still have upside

Longbridge - Hotspot
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☕️ [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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