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Likes ReceivedLet's start with that "explosive" number: quarterly revenue of $41.46 billion, compared to just $9.3 billion in the same period last year, a more than fourfold increase. Everyone's saying the same thing — Micron is making a killing.
But I've been staring at this earnings report for days. What really made me sit up straight was never about how much it earned this quarter.
It was something else it did on the side — it signed 16 five-year long-term agreements, essentially welding itself a "non-sinkable cabin."
This is far more important than the profit figure. Because it might be the decisive cut for "memory transitioning from a cyclical stock to a growth stock." Let me explain slowly.
$Micron Tech(MU.US)$NVIDIA(NVDA.US)$Sandisk(SNDK.US)
美光赚了 415 亿美元。真正变的，却是它最坏的那一天。
美光上周出了财报，数字炸裂，盘后一度涨超 10%。热闹早过去了，可这几天，我一直在反复想同一件事 —— 而且越想越觉得，大家可能都盯错了重点。先说那个"炸裂"的数字：一个季度营收 414.6 亿美元，去年同期才 93 亿，翻了四倍多。满屏都在刷同一句话 —— 美光赚翻了。但我盯着这份财报琢磨了好几天，真正让我坐直的，从来不是它这季赚了多少。是它顺手做的另一件事 —— 它签了 16 份五年长约...
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