$MU Fiscal 2023, Micron lost $5.8B. Memory was the boring, brutal boom-and-bust business everyone told you to avoid.
Now they're guiding $50B for a single quarter at ~86% margins. That's not a chip company anymore, that's a toll booth on AI.
#EarningsSeason
Now they're guiding $50B for a single quarter at ~86% margins. That's not a chip company anymore, that's a toll booth on AI.
#EarningsSeason