06 Oct 2026, 07:57 IST
Micron
Global Markets by Vested
The note says Micron reported $54.23B of quarterly revenue versus $11.32B a year earlier with roughly 87% gross margin and guided to $61.5B against $57B expected, yet the stock barely moved as it had already risen 273% this year and investors question how long the memory boom lasts.
From Global Investing 5th Oct26, written by Global Markets by Vested and hosted by HDFC Sky. Orivam summarised it; the view is Global Markets by Vested's, not Orivam's.
Open the original PDF on HDFC Sky →Research PDFs are often removed by the firms that publish them. The summary above is kept so this page still means something if that happens.