Micron’s AI Memory Boom Sets Up High-Growth Q2 Preview

1 min read
Source: Seeking Alpha
Micron’s AI Memory Boom Sets Up High-Growth Q2 Preview
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TL;DR Summary

Micron Technology is expected to report a Q2 with revenue growth around 138% and EPS growth above 450%, driven by AI-driven memory demand and firmer DRAM pricing. A potential beat seems likely, but the Q3 guidance and industry cyclicality pose risks, and at ~11x earnings the stock may require a clearer growth slowdown or entry point before investors commit.

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