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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...
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...
31 Aug 2026 3 minute read 0 comments Perfectionist25 $0.16
This graph, showing the explosion in agent-based AI usage, speaks volumes. According to OpenRouter data, agent token usage has surpassed human usage, increasing 14-fold in a very short time to reach 7.3 trillion. Why is this important? Because when t...
6 Jul 2026 2 minute read 0 comments Perfectionist25 $0.14
The strategic agreement announced between $MU and Anthropic consists of four main components: 1. Memory and Storage AI Architecture Design Collaboration The two companies will work together to optimize Micron's HBM, DRAM and SSD products for the trai...
3 Jul 2026 2 minute read 0 comments Perfectionist25 $0.55
The most recent list of stocks with "Strong Buy" and "Buy" signals from top analysts, whose annual returns have shaken the market, and their critical justifications in the data centers, AI infrastructure, and renewable energy sectors, have been revea...
