Micron’s Earnings Were INSANE - So Why Isn’t the Stock Exploding?
· 40 min
Episode Micron’s Earnings Were INSANE - So Why Isn’t the Stock Exploding?
Micron just delivered one of the strongest earnings reports of the AI boom - explosive revenue growth, soaring margins, booming HBM demand, and customers locking in memory supply years in advance. So why isn’t Micron stock exploding? In this episode, Melvin breaks down Micron’s latest earnings, what the numbers reveal about the AI memory boom, and why Wall Street is still hesitant to fully embrace the bull case. We dive into the biggest question facing Micron investors: is this simply another peak in the traditional memory cycle, or is AI fundamentally changing the economics of DRAM, HBM, NAND, and data center memory?
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The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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