Micron: WTF?
Micron's newest earnings report shows unbelievable margin in consumer products, even in spite of a reduction in demand due to pricing. The company's aver
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Micron's newest earnings report shows unbelievable margin in consumer products, even in spite of a reduction in demand due to pricing. The company's average selling price has increased, DRAM (memory) and storage (NAND) prices will likely remain elevated for years more without major external events, and it remains all about data centers -- with one change from Micron's last report, which is that they're seeing massive surges in consumer margin as well. NVIDIA has been pumping Micron, SK Hynix, and Samsung as it furthers its AI obsession, with Micron seemingly learning from NVIDIA by likewise carefully choosing its lobbying firms in the US.
WATCH ALSO:
The RAM Cartel Documentary: https://www.youtube.com/watch?v=jVzeHTlWIDY
The Rise of Chinese Memory (CXMT, YMTC): https://www.youtube.com/watch?v=qzfhhAfxK-A
Collapse of Personal Computing documentary: https://www.youtube.com/watch?v=zyQwAhppWj8
RAM: WTF? https://www.youtube.com/watch?v=9hLiwNViMak
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TIMESTAMPS
00:00 - Micron: HELLO, I LIKE MONEY
03:00 - Micron's Political Strategy
07:46 - Price to Increase Further
10:58 - Data Centers
12:12 - Higher Margin on Consumer Parts
13:53 - 5 Years of Price Increases
17:56 - Strategically Strategizing Strategy with Anthropic
19:35 - Conclusion
23:15 - Steve Goes Off Script
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Vitalii Makhnovets: Editing
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