Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
加入 July 2023
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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
