HBM4 is the part most Square posts will skip
Micron is shipping it. SK Hynix and Samsung are in the same race. If Micron is still behind on mix, a huge quarter can still look expensive. If they're keeping pace, the $50B guide looks less like a one-off
Not "is AI real," that's not the question tonight
Does $MU close the gap this cycle or stay third in HBM?
#EarningsSeason
Micron is shipping it. SK Hynix and Samsung are in the same race. If Micron is still behind on mix, a huge quarter can still look expensive. If they're keeping pace, the $50B guide looks less like a one-off
Not "is AI real," that's not the question tonight
Does $MU close the gap this cycle or stay third in HBM?
#EarningsSeason