$Micron Technology(MU)$ On track to generate more than $500B in profit over the next three years:
• 2026: $98B (+904% YoY)
• 2027: $198B (+102% YoY)
• 2028: $207B (+4% YoY)
The most compelling part to me is the real possibility that future memory demand could be driven by applications the industry isn't even building capacity for right now. Current estimates might only be capturing the very beginning of what's ahead for memory demand.
$Redwire Corp.(RDW)$ $SK hynix(SKHY)$ $VIDA Global Inc.(VIDA)$ $IREN Ltd(IREN)$
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