Jake Silverman
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Appearances Over Time
Podcast Appearances
When they actually announced the number.
Sounds good.
Yeah, you should be able to submit a FOIA request for that.
So we'll get moving on it.
Micron blowing out numbers is becoming less and less of a surprise and a little bit more of the expectation.
Certainly, it was a little bit stronger than the street expected, given the reaction, although I don't think that's the whole story.
Micron blowing out numbers is becoming less and less of a surprise and a little bit more of the expectation.
Certainly, it was a little bit stronger than the street expected, given the reaction, although I don't think that's the whole story.
Micron blowing out numbers is becoming less and less of a surprise and a little bit more of the expectation.
Certainly, it was a little bit stronger than the street expected, given the reaction, although I don't think that's the whole story.
We've never seen...
gross margins approaching 86% as the company guided to.
And that really is just reflective of the AI demand that we're seeing in the tight supply environment.
But also those contracts that they signed, they've 16 customers, total $100 billion.
I believe they described as floor pricing.
So there's some upside for there.