Tonight Micron earnings
How crazy is the AI storage demand really?
Besides the PCE, Micron’s earnings tonight are also worth watching.
Over the past year, AI has shifted market attention from GPUs all the way to HBM, DRAM, NAND, and enterprise SSDs. Micron’s stock price has already risen nearly 280% this year.
Now the market expects Micron’s revenue this quarter to be close to $51 billion, up about 350% year over year. EPS could even grow more than 900% year over year.
Even more extreme: some institutions estimate that server DRAM demand could grow by roughly 80% in 2027. Demand for server and storage SSDs could even double or more.
So what you’re watching tonight isn’t just Micron.
If Micron continues to confirm tight storage supply and demand, and that AI server demand hasn’t cooled off, then the whole storage chain—including $SNDKB , WDC, and STX—will be brought back to the market and repriced.$MU $NVDAB #股票财报季
How crazy is the AI storage demand really?
Besides the PCE, Micron’s earnings tonight are also worth watching.
Over the past year, AI has shifted market attention from GPUs all the way to HBM, DRAM, NAND, and enterprise SSDs. Micron’s stock price has already risen nearly 280% this year.
Now the market expects Micron’s revenue this quarter to be close to $51 billion, up about 350% year over year. EPS could even grow more than 900% year over year.
Even more extreme: some institutions estimate that server DRAM demand could grow by roughly 80% in 2027. Demand for server and storage SSDs could even double or more.
So what you’re watching tonight isn’t just Micron.
If Micron continues to confirm tight storage supply and demand, and that AI server demand hasn’t cooled off, then the whole storage chain—including $SNDKB , WDC, and STX—will be brought back to the market and repriced.$MU $NVDAB #股票财报季
