Micron trades for stability.
4 hyperscalers in the bag.
More regulatory meddling.
Another deal at very high margins.
Somewhere the message became garbled.
CPU tide floats all boats
Too big, too expensive, no ecosystem.
Early contracts could make OpenAI the cost leader.
Anthropic was good, Google is better.
I don’t expect this fight to last long.
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Micron FQ3 26 – Peak Power
Micron trades for stability.