You can't draw a conclusion based on a few simple numbers. Let me break it down for you: Oracle's projected revenue for 2026 is about 70 billion, with a profit margin of 30% and an asset-liability ratio of 80%. It plans to invest 50 billion in 2026. Meanwhile, Micron projects 2026 revenue of 75 billion, a profit of 65%, and an asset-liability ratio of around 35%. This 200 billion investment will be distributed over 10-20 years, amounting to just over 10 billion per year. Moreover, the certainty of investing in the storage sector is much higher! Therefore, the overall risk is far lower than Oracle's, and this investment can even be seen as positive news.
$Micron Tech(MU.US) has a market cap of 400 billion, investing 200 billion to build a factory? The next Oracle?
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