Micron: Q4, I Was Wrong, Surging AI Demand Bridges Blackwell Delays (Rating Upgrade)

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Sundry Photography Investment Thesis Micron's ( NASDAQ: MU ) ( NEOE: MU:CA ) Q4 earnings this past week saw the memory chipmaker put up stronger-than-expected EPS performance, despite my previous concerns surrounding Nvidia's Blackwell chip delays. Earlier forecasts, such as my Q4 preview , emphasized risks Analyst’s Disclosure: I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.

I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Noah Cox (main account author) is the managing partner of Noah’s Arc Capital Management.



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