Saturday, July 4, 2026

Micron HBM Chips -- Trending Toward 90% Margins -- Reported Earlier -- A Bit More Color, As They Say -- July 4, 2026

Locator: 51110MICRON.

Link here

Something tells me, MU's chart will look a lot different next week.


I like seeing these words regarding AI chips all in the same paragraph: staggering, record, completely booked, $1 trillion market cap, surging, explosive growth.