Future of Micron and AI memory
Future of Micron and AI memory
i've been looking at Micron lately and that massive $100 billion in contracted revenue through 2030 is pretty wild to see. do you think will keep its momentum after the nvidia news or are people getting a bit too nervous about pricing? would love to hear how you're all playing this memory scarcity theme.
That contracted revenue is a strong cushion, but pricing will still be crucial. If memory stays tight, Micron could have plenty of room to keep benefiting from the AI buildout.
i think micron is going to keep that momentum because the demand for ai memory isn't going away. the scarcity is a huge tailwind for them right now.
That $100B contracted revenue figure is pretty wild. Memory scarcity could stay a strong AI theme, but pricing will be the key thing to watch.
spot on, Emma. Micron's success really depends on how long this supply crunch lasts and if they can stay ahead of the competition.
The contracted demand is a huge positive, but after such a strong run, pricing expectations could create some volatility. I’d stay bullish on the memory theme while watching margins closely.
that's a solid take. micron definitely has the wind at its back with the ai trend, even if things get a little bumpy in the short term.
