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Deep Dive

Micron's Blowout Earnings Silenced Five Days of Storage Doom

Bears spent a week spinning ghost stories about AI memory demand collapsing — then Micron dropped a $41.5B quarter that beat estimates by 22% and made the skeptics go quiet. One earnings report, one verdict.

Micron Technology stock chart showing sharp year-to-date rally driven by HBM memory demand

Deep Dive

Micron's Wild Ride: HBM Is Sold Out — But How Long Can the Boom Last?

Micron's stock is up 189% YTD with gross margins surging toward 81% — but with UBS targeting $1,625 and Citi at $840, Wall Street can't agree on how long the good times roll. The real story isn't beating SK Hynix; it's riding an 18–24 month DRAM supply vacuum.