Micron: The Trade Of The Decade Has Arrived Micron is positioned for record revenue growth and tigh...

Micron: The Trade Of The Decade Has Arrived Micron is positioned for record revenue growth and tighter supply-demand conditions through 2028, with management guiding for sequential quarterly growth in FY27. MU's strategic customer agreements now cover 35%+ of revenue through 2030, reducing cyclicality and supporting higher minimum pricing and margins above prior cycle peaks. Custom HBM4E collaboration with Nvidia and significant capacity expansions underpin MU's AI supply chain relevance and future sales growth.