Nebius Return Rate
MicrosoftI think one of the big news this week is Micron's earnings as it affects many other companies that have a customer/seller relationships with Micron like TSM, Nvidia, AMD etc. With the bullish momentum of Micron, I will not be surprised to see a 6 to 10% move either ways post earnings. I have one concern though: Taiwan's workers are still seeking a long term fair system where they get to share 15% of Micron's operating profits. How will this situation pan out? How will Micron settle the situation & what will this signal to shareholders as well?
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