$$MU Micron is now generating higher gross margins than $META . Micron: ~85% gross margins at the memory fab. Meta: ~80% gross margins from its advertising platform. Think about what that implies. Meta is spending aggressively to build out AI infrastructure, while Micron’s supply is effectively committed years in advance. That supply constraint gives Micron significant pricing power as AI memory demand continues to outpace availability. The AI buildout isn’t just creating demand—it’s strengthening the economics for the companies supplying the critical infrastructure.MU Micron is now generating higher gross margins than $META . Micron: ~85% gross margins at the memory fab. Meta: ~80% gross margins from its advertising platform. Think about what that implies. Meta is spending aggressively to build out AI infrastructure, while Micron’s supply is effectively committed years in advance. That supply constraint gives Micron significant pricing power as AI memory demand continues to outpace availability. The AI buildout isn’t just creating demand—it’s strengthening the economics for the companies supplying the critical infrastructure.
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4 Comments
Modern Investor@moderninvestor · 5h
Also its a cyclical business? A lot of its growth might be baked in?
Bradley @bradleytalksmoney · 5h
Is it really hidden? The stock is at near all time highs
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