“3 Stocks That Won After Nvidia Earnings!”
Micron benefits from memory cost increases and shortages; sold-out capacity and long-term contracts support growth even if margins eventually compress.
>> Yeah, the next one is is a very direct beneficiary here and the reason why Nvidia's margins are expected to come down a little bit and that's Micron. Micron, the memory maker.
Now, Nvidia's own CFO said that memory cost increases have exceeded expectations and shortages could persist through fiscal 28. So, that's not a oh maybe Micron is benefiting from it.
It's Micron, SKhing, Samsung, they are benefiting from it today, they will be benefiting from it a year from now as well.