Revenue exceeding 25 billion USD is almost a sure thing


Micron's Q3 DRAM revenue has a 99% probability of exceeding 25 billion USD in the market. The blue curve remains high throughout, with a steady upward trend. It is the strongest consensus expectation in the market, and there is almost no possibility of failing to meet the target.
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PuppyLooksAtTvl
· 22m ago
The blue curve is ridiculously stable, the institutional models probably can't be bothered to tune parameters.
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OneUnfilledOrder
· 37m ago
99%probabilitybasicallyequalsanopensecret,thisDRAMcycleisindeedstrong.
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FrictionlessFred
· 40m ago
If Q3 is really missed, it would end up becoming news; now it’s “no surprises are bad news.”
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AirdropSideQuest
· 55m ago
The 25 billion threshold looks high, but the market has already priced in the expectations—it’s waiting for something beyond expectations.
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GateUser-fcfa09ed
· 1h ago
Just go for it 👊
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