Stephanie Link

speaker

1,013 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Stephanie Link’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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DRAM, their ASPs, average selling price to their customers, was up 60% year over year.

And in NAND, pricing was up 80%.

Pricing power is king.

I mean, that is their minting money at Queen.

And they signed 16 license agreements this past quarter valued at $100 billion.

What does that mean?

That just means that they are contracted to get $100 billion between now and 2028.

$22 billion of it in cash.

This is for Micron.

Yeah.

I mean, these are numbers that we just haven't seen.

So I do not own Micron because I feel like I missed it for sure, but it's absolutely on my radar screen.

And I happen to own other names that are fine too, that are good, and they've done really, really well as well.

But that is certainly a name that they're a leader in the industry and we don't have enough of what they have.

Well, with the internet, we were building out the internet without knowing what the demand was.

We were laying dark fiber.

We didn't have contracts.

We didn't have backlog or any of that.

We had interest.

We had indications of interest.

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