Micron remains a key AI infrastructure player; strong earnings and revenue growth support a bullish outlook.
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Now we know what Micron is going to sell for the next 3 years.
Like I think Micron has the advantage of being a US-based company with production in the US. I mean, we've seen Micron grow their EPS from, you know, $7 last year to $240 per share. It's It's It's The growth is insane.
Uh their revenues were going to probably reach 300 billion in the next year or so. So, I think the reality is this will continue to be an important player in in the AI buildout.
uh but also that doesn't really hurt Micron so much because what's happening is the actual the aggregate demand for all these chips is so much higher.
Yeah, and we'll watch Micron, too. Barron's noted today, and they didn't get a comment from Micron, but also that there is a strike on the workers. There that may be looming, and we may see that as well.
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