in postMUMULONG

“floor pricing delivers gross margins well above prior-cycle peak margins”

Micron's SCA floor pricing locks in margins above prior-cycle peaks, making the trough earnings case structurally underpriced as AI revenue scales toward $200B–$245B.

MUMULONG@ $1,157.64

$815.42-29.56%

since call Jun 25

Trade on Hyperliquid →