💰 $Mu Micron's profit curve is rewriting the landscape of the chip industry

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At the current pace, $Micron Tech(MU.US) Micron's full-year net profit for this year is expected to reach $140 billion. What does this number mean? It will surpass $Microsoft(MSFT.US) Microsoft, $Alphabet - C(GOOG.US) Google, and $Apple(AAPL.US) Apple, ranking second only to $NVIDIA(NVDA.US) NVIDIA's $170 billion on the U.S. stock net profit leaderboard.

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🔝 Micron will top the charts in 2025

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If this trend continues, Micron's net profit next year will directly surpass NVIDIA, becoming the most profitable company in the entire U.S. stock market. From a DRAM and NAND supplier long viewed pessimistically by the market to the strongest profit machine in the U.S. within a year, the speed of this reversal is astonishing.

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⚠️ But there's an even more brutal truth behind it

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Micron's rise is just the tip of the iceberg of the semiconductor super-profit era. The two giants, SK Hynix and Samsung, are catching up rapidly. Their combined profit is expected to exceed the total net profit of the entire U.S. stock M7 group next year.

This is no longer just a profit competition between individual companies, but a profit reallocation that the entire chip industry is undergoing. How big is the dividend from AI capital expenditure? These numbers show it. It only took one year for memory chips to go from cyclical oversupply to absolute scarcity.

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Short-term fluctuations are no longer important. What matters is that the fundamentals of this industry are being reshaped at a visible speed.

🚀 $Micron Tech(MU.US) New all-time high

One of the holdings in our core list has gained over 700%