iFinance(@iFinance):$MU: Holy Structural Shift from Morgan Stanley.Revenue Trajectory: $43.2B→ $50.7B→ $55.9B→ $62.0B→ $70.0B. Zero flattening.2026 → 2027 Operating Income: $140.7B → $248.7B (+77%). Elon Musk responding to memory as the Agentic era’s rate limiter: “Few realize this.”

iFinance

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iFinance: Independent Finance Intelligence.

Joined August 2012

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iFinance@iFinance

2026.08.17 02:28

$MU: Holy Structural Shift from Morgan Stanley.Revenue Trajectory: $43.2B→ $50.7B→ $55.9B→ $62.0B→ $70.0B. Zero flattening.2026 → 2027 Operating Income: $140.7B → $248.7B (+77%). Elon Musk responding to memory as the Agentic era’s rate limiter: “Few realize this.”