Micron's FQ2 guidance was anticipated as "seasonal," but the market didn't foresee a downcycle in NAND with mediocre consumer DRAM performance. Management suggests DRAM's pullback is short-lived, but ...

You walk into a room and forget why you came there. You struggle to remember the name of someone you’ve known for years. You lose track of conversations mid-sentence or can’t recall what you did ...

Analysts were overly pessimistic about Micron's earnings, but the company exceeded expectations with strong guidance, particularly in HBM and DRAM demand. I recap Micron's supply and demand situation, ...