Post
TBNG_OKX
#MicronEarningsAhead Micron's next quarter could tell us whether AI memory is still a shortage story or becoming a pricing story 👀
Management guided for $50B revenue and 86% gross margin, while HBM4 is already shipping for Nvidia's Vera Rubin platform. The key isn't just beating estimates. It's whether pricing, margins and FY2027 demand stay strong enough to justify today's expectations. If memory becomes the bottleneck, Micron could be one of AI's clearest demand signals.
Disclaimer: i contenuti di OKX Orbit sono forniti solo a scopo informativo. Scopri di più
Risposte
Ancora nessun commento. Rispondi prima di tutti!
Notizie del giorno sul mercato
1#RateHikeDelayedJobsNext
Popolare
2#MicronAIMemoryOutlook
3#USTreasuryYieldsClimb
