Markets
Mixed
Volatility: 1/5
Micron's revenue rose 346% last year while its cost of revenue rose 10%. Is there a precedent for a manufacturer holding a margin like this?
September 17, 2026
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Reddit r/stocks
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62% confidence
Summary
r/stocks poster dissects Micron's 84.6% gross margin and asks whether such memory-cycle margins can persist.
AI Analysis
Detailed fundamental question, not hype. Tone is skeptical about durability of extreme memory margins, implying eventual supply response. Zero engagement (0 score/0 comments) means negligible retail momentum; useful as a signal that sophisticated retail is noticing memory pricing power.
Direction
Mixed
Volatility
1/5 - Very Low
AI Confidence
62%
Likely Winners
MU (Micron Technology)
WDC (Western Digital)
STX (Seagate Technology)
Likely Losers
DELL (Dell Technologies)
HPQ (HP Inc.)
AAPL (Apple)