Killer reverse profit warning by $MU, blowing current quarter forecast out of the water. $11.2bn vs $10.7bn consensus, $2.85 EPS vs $2.33 consensus. Best performing US-listed semiconductor stock year to date. The age of memory is just starting. Memory is the blood of AI.
Wasteland Capital
Wasteland Capital7.1.2025
What did all the things that $NVDA Jensen talk about yesterday have in common? A sh*tload of RAM. As in lots & LOTS! On server and ON DEVICE! RAM is THE bottle neck for all on device (“edge”) AI cases. Just try running a model on your iPhone, PC… or robot. Glory to $MU.
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