$Micron Technology(MU)$  Micron's long term contracts of chip sales to 2030/31 will not give happy ending when the hyperscalers later discover they can get similar chips at 10 to 20% of Micron's prices.  Unhappy clients will be punished by market and will renegotiate their contracts.  Micron cannot survive with unhappy clients.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet