Bullish on Micron due to AI data center capex driving revenue and profit outperformance.

I want to know your opinion on Micron right now, moving away from this conversation, because it will be the next big test and it's the one that concludes the earnings season, isn't it? What will they say?

Look, we've been really bullish on Micron ever since its stock was below $100. This course is ongoing. We have $14 trillion in cumulative capital expenditure for AI data centers from now until 2030.

I think you will see revenue outperformance, and profit outperformance that will exceed $31.

The forecast indicates that they have a gross profit margin of approximately 86%. And I wouldn't be surprised if I saw them go even further. This will be a great financial report for Micron.

Um, you know, I would say it's almost certain because they have complete control, agreements, and price limits, and we can't build this data center infrastructure without a huge amount of memory.