value_edge7 · TEXXR

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2024-03-21

$MU results are shockingly good. Seems HBM is a good business during AI boom ....scratch that. HBM not even showing up in results yet. This is all DRAM and NAND baby. HBM capacity filled thru 2024. Filling thru 2025 now. Woah

2024-03-21 View on X

Bloomberg

Micron reports Q2 revenue up 58% YoY to $5.82B, vs. $5.53B est., and forecasts Q3 revenue above estimates, buoyed by demand for AI hardware; MU jumps 11%+

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