- Consumer memory slowing more than AI gaining causing weakness
- HBM sold out for 2025- HBM is most of Capex- NAND near zero
- Big miss on Q1 guide crushes stock on disappointment
- Positive for Nvidia- Negative for Broadcom/Qualcomm
Micron – AI is wonderful & growing out of bounds while consumer sucks
Micron reported in line… Read More