---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42411617.md"
description: "Let'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)"
datetime: "2026-07-03T03:06:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42411617.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42411617.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42411617.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# Let's start with that "explosive" number: …


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