Episode Details

Micron Technologys blowout earnings, with revenue tripling and profits jumping nearly ten times, didnt prevent a sharp stock drop. The company guides for even bigger numbers next quarter, but Googles new research on AI model compression adds risks to the chip sector. Investors are cautious due to the memory industrys volatile cycles, but Microns stock could bounce back as profits keep climbing, potentially extending this cycle beyond previous ones.

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