Orders
Rate Of Return$50B guidance with 86% margins isn’t a peak, it’s confirmation the AI memory cycle still has legs. If HBM demand keeps outpacing supply, this is NVDA 2023 all over again. I’m treating any post-print shakeout as a buying chance, not an exit signal. Cycle’s not done yet.
☕️ [Task Coins Giveaway] Daily Market Talk — Micron's Monster Quarter
It's still all about AI memory. Micron just dropped a monster quarter after the close, with revenue more than 4x'd to $41.46B and guidance for a stunning $50B next quarter. Korea staged a V-shaped rebo...
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