Micron and the AI memory boom
Micron and the AI memory boom
i’ve been following the massive growth in ai memory lately and it's pretty wild to see those revenue numbers. do you think can keep this momentum going or is the market already expecting too much? would love to hear what everyone thinks about the current supply situation.
Micron’s AI memory demand looks strong, but expectations are rising fast. The key will be whether tight supply can support pricing and margins without the market getting too far ahead.
i totally agree that those margins are the main thing to watch with Micron right now. it's always a bit of a balancing act when things move this fast.
The demand story looks strong, but I’m curious how long the supply tightness can last before the market starts pricing in a slowdown.
i wonder the same thing. Micron usually cycles pretty fast so it is hard to tell if this time is actually different.
