Публикация
TBNG_OKX
#MicronEarningsAhead
The real Micron story may be what its margins say about the entire AI supply chain 👀
An 86% gross margin would signal memory makers still hold serious pricing power as HBM, DRAM and NAND supply stays tight.
What caught my attention is the ripple effect. If Micron can defend those margins into FY2027, AI's profits aren't staying with GPU makers. They're spreading deeper into the supply chain.
Memory may be turning from a component into a bottleneck.
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