Why are you buying MU
thinking this might be the only stock positioned BETTER than $NVIDIA(NVDA.US$ on the hardware side of AI - as they not only play in the datacenter - but consumer (PC/Laptop) as well...![]()
It was not a blow out enough quarter for the fast money to get incrementally more excited, so they're selling the stock. That said, the AI story is intact.
They just reported 82% YoY growth and guided to 90% growth, which was inline with the Street.
The most important part of the update is they’re ramping HBM this year and will achieve meaningful market share, around 20%, next year from zero at the start of the year.
They’re now fully sold out of HBM through the end of calendar 2025. Previously they had said they were sold out for most of 2025.
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MonkeyGee : yeah, all in. MU doesn't even make any money. so, when all the air escapes, the balloon will fall back to earth.