$MU Let's check the facts. TurboQuant? Noise. DeepSeek? Noise. Apple? Consumer. Irrelevant to AI memory. Claude needs context. More context. More Memory. More Intelligence. So does every AI model on the planet. And none of them can get enough. HBM prices are going multiples higher in 2027. Not incremental. Multiples. FQ4 2026 guidance is a record: $49 to $51B in revenue, 85%+ gross margins, and management says free cash flow will "increase substantially again." Micron is expected to generate north of $200 billion in operating income in fiscal 2027, that's 20% of its market cap in 2027 alone. Best quarter in memory history. Strongest guide ever. Strongest Horizon. Market sells it. Oh, and demand outpaces supply beyond 2027. Market got it wrong. Again. $1500 incoming.
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