·6 min read
NAND Revenue Rose 77% in a Quarter. Nobody Wanted the Shares
Combined revenue at the five largest NAND suppliers jumped 77% quarter on quarter to $68.87 billion. Micron shares fell 4.23% in the same stretch.
·6 min readMicron — Sold-Out HBM and a Trillion-Dollar Cap
Ruslan Averin on Micron (MU): the trillion-dollar memory maker with HBM sold out through 2026 and a multi-year Anthropic supply deal, riding a record Q3.
·3 min readMicron (MU) Just Joined the $1 Trillion Club — And UBS Says It Can Still Double
Micron crossed a $1 trillion market cap on June 11 after an 860% run in 12 months — and UBS tripled its price target to $1,625, implying another 115% upside. Here is how I read a memory maker worth a trillion dollars.
·6 min readOne Stock Just Swallowed the Entire Options Market — $2.8 Billion in a Single Session
Micron options volume hit $2.8B in one session — more than SPY and QQQ combined. Here's what the trade says about the NAND supply chain and the week ahead.