Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
参加 July 2023
243 フォロー中 17.9K ファン
Good beat. Had revenue at 57b on the bull side on larger volume and blended asp mix. $MU
Mostly looking forward to the call on productmix, architecture or system level solutions arround the Memory wall and HBM developments.
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Micron $MU has reported:
> EPS + 1003% YoY
> Revenue +379% YoY
