Greg
6.1K posts

Greg
@strickcmb82
Small Business Owner. Software Engineer. Driven by Data. America First. Husband. Father. Education Enthusiast. Sports Enthusiast. Collegiate Swimmer.




Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.



IT’S OFFICIAL! I am officially on the ballot for State Committee for the Republican Committee of Beaver County. If you’re a registered voter in Beaver County — PA — I humbly ask you to switch to Republican, so you can vote in the May 19th primary. Hope to earn your vote!

In a few minutes Democrats will be giving Republicans a FIFTH chance to pay TSA workers. Will they finally fund TSA or once again object?

🚨🇮🇷 UK, France, Germany, Italy, Netherlands, Japan just issued a joint statement on the Strait of Hormuz. Their commitment: "readiness to contribute to appropriate efforts." @TheInsiderPaper











This AI cycle is fundamentally different from every prior memory supercycle in $MU history. Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs. Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized. That is how Micron ends up producing $16B of operating profit in a single quarter.



MICRON TECHNOLOGY $MU JUST REPORTED Q2 EARNINGS Topline Performance • Revenue: $23.86B vs $19.94B est 🟢 Profitability • EPS: $12.07 • Adjusted EPS: $12.20 vs $9.21 est 🟢 • Net Income: $13.79B • Adjusted Net Income: $14.02B Outlook • Q3 Revenue: $33.50B vs $23.80B est 🟢 • Q3 EPS: $18.90 • Q3 Adjusted EPS: $19.15 vs $11.70 est 🟢 • Q3 Gross Margin: 81%
















