Postingan

Everyone knows AI needs GPUs. But the memory sitting next to those GPUs is becoming just as interesting to me. That’s why Micron’s upcoming earnings are worth watching. The AI infrastructure boom has created huge demand for advanced memory, especially HBM. But at this point, I’m not just looking for another “AI demand is strong” comment from management. Expectations are already high. Personally, I want answers to three things: → Is memory pricing still improving? → Can margins keep expanding? → Is AI demand strong enough to support growth beyond the next few quarters? The third one matters most to me. Memory has always been a cyclical business, and strong demand eventually attracts more supply. The real opportunity would be if AI changes that cycle enough to create a longer period of structural demand. So I’m treating Micron earnings as more than another chip report. #MicronEarningsAhead $BTC