$MU earnings next Wednesday
This might be one of the most important ER for the entire AI trade.
Micron is sitting directly on the HBM bottleneck behind $NVDA and $AMD .
Wall Street expects:
$50B revenue
86% gross margin
A year ago, revenue was $11.3B
what are your expectations???
This might be one of the most important ER for the entire AI trade.
Micron is sitting directly on the HBM bottleneck behind $NVDA and $AMD .
Wall Street expects:
$50B revenue
86% gross margin
A year ago, revenue was $11.3B
what are your expectations???
