Benzinga(@Benzinga):Ross Gerber (@GerberKawasaki) says Micron ($MU) is a “beast” after record earnings, arguing the memory-chip cycle may no longer be cyclical. Micron says demand will exceed supply through 2028, with $32B in customer commitments.

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2026.10.01 16:58

Ross Gerber (@GerberKawasaki) says Micron ($MU) is a “beast” after record earnings, arguing the memory-chip cycle may no longer be cyclical. Micron says demand will exceed supply through 2028, with $32B in customer commitments.

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