goodalexander(@goodalexander):this is most important thing in Micron earnings. cyclical commodity business now transitioning into multi year lock up. now is 35% of customers. deals going out t+5 years. they also said that they expect 2028 (not 2027) to be tighter than 2026. memory price squeeze is on

goodalexander

@goodalexander

What comes after Fiat? Founder @postfiatorg.

参加 February 2009

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goodalexander@goodalexander

2026.09.30 21:17

this is most important thing in Micron earnings. cyclical commodity business now transitioning into multi year lock up. now is 35% of customers. deals going out t+5 years. they also said that they expect 2028 (not 2027) to be tighter than 2026. memory price squeeze is on