Micron (MU) Q3 revenue surged to $41.5bn (+346% YoY), with GPM of 84.9% marking an all-time high in the company's 48-year history. Management flagged HBM supply tightness extending beyond 2027, with current capacity meeting only 50%-65% of customer demand. Is this AI memory super-cycle just getting started — or nearing its peak?

Micron (MU) Q3 revenue surged to $41.5bn (+346% YoY), with GPM of 84.9% marking an all-time high in the company's 48-year history. Management flagged HBM supply tightness extending beyond 2027, with current capacity meeting only 50%-65% of customer demand. Is this AI memory super-cycle just getting started — or nearing its peak?

Micron Earnings Blow Out — When Does the AI Memory Cycle Peak?

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