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3 hours ago 7 minute read 0 comments Perfectionist25 $0.07
Micron reported earnings that exceeded expectations. Revenue reached $54.23 billion; the midpoint of the revenue guidance for the upcoming quarter is $61.5 billion. Growth remains evident even when adjusting for the number of weeks. Pricing is strong...
28 Sep 2026 3 minute read 0 comments Perfectionist25 $0.22
Micron is releasing its earnings report on September 30 after US markets close. The revenue guidance is $49–51 billion, with a midpoint of $50 billion. Revenue and earnings per share will be the headlines. My focus is on the extent to which these ear...
15 Sep 2026 3 minute read 0 comments Perfectionist25 $0.14
At first glance, there is no operational deterioration in Broadcom's third-quarter results that would explain the decline. The company's revenue increased 86% year over year to $29.6 billion, and adjusted earnings per share increased 96% to $3.32. Fr...
3 Sep 2026 1 minute read 0 comments Perfectionist25 $0.78
The $MU CEO's statement that memory supply might not catch up with demand until 2028 doesn't mean memory prices won't fall by then. I think an important detail is being overlooked here: Memory prices don't need to equalize with demand. For example, l...
14 Aug 2026 2 minute read 0 comments Perfectionist25 $0.31
While the computational requirements of AI models increase by approximately 750 times every two years, the hardware world is battling a long-standing structural paradox. Although today's most advanced graphics processors are capable of performing tri...
4 Aug 2026 2 minute read 0 comments Perfectionist25 $0.13
For a software (SaaS) or consumer goods company, a PEG (Price-to-Earnings) ratio of 0.04 might mean the company is practically free. However, the rules are completely different in the memory (DRAM and NAND) market, a sub-sector of the semiconductor i...
12 Jul 2026 1 minute read 1 comment Perfectionist25 $0.46
An industry that remained in the background for years is now at the center of the entire artificial intelligence race. Memory chips were long considered a cyclical and dim corner of the stock market. But artificial intelligence changed this picture,...
9 Jul 2026 2 minute read 0 comments Perfectionist25 $0.42
Micron announced its much-anticipated balance sheet. My first comment is that the picture is really promising and appetizing for our investments. Now, let's look at the segments one by one and try to make sense of what this stock, which is the bigges...
1 Jul 2026 1 minute read 0 comments Perfectionist25 $0.12
Many still don't adequately price the growing demand for NAND. When AI is discussed, everyone generally focuses on GPUs. But behind the scenes, a perhaps quieter but far more permanent transformation is happening on the storage side, especially NAND....
