Micron Is Printing Cash Like Nvidia

If you like these videos you'll love our investing club. Deep analysis and always ad-free: https://www.overlookedalpha.com The explosion of AI data centers and devices has led to a shortage of high bandwidth memory that only a few companies in the world can provide. And this bottleneck has allowed the big memory players to dramatically increase prices. And those price increases are not only benefiting Micron’s data centre segment. It’s cloud segment grew 80% this quarter to 14 billion, mobile grew 49% to 12 billion and automotive grew 71% while operating margins were above 75% for all 4. ABOUT ME Joe is the original founder of 3-minute Breakdowns and Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.overlookedalpha.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.