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← @eldaminato

$MU

BEARISH2026-09-30
Price around the call
↓ 2026-09-30
By horizonMaturing · ~4 trading days to go
1d
✓ -2.8%
5d
✓ -6.9%
21d
…
Original post
Damian Brik · 2026-09-30

Management de $MU diciendo que no saben cuando la oferta de memorias global podrá terminar de abastecer la muy fuerte demanda. Y que por eso incrementarán el Capex previsto para el 2027 para poder fabricar mas memorias, que recién estarían disponibles a partir del 2028 en adelante. Esperan condiciones de escases de memorias para el 2027 y 2028 mas fuertes que en 2026. Tenían 16 SCA firmados al cierre del 3QFY26. Ahora informan que en total suman 26 SCA los cuales estiman representan el 35% del revenue del 2030. Algunos acuerdos se extienden al 2031. Es un RPO por un total de USD 150B. En total ya anticiparon USD 32B en cash. Que difícil es no estar bull con este negocio.

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