美光财报超预期，AI驱动内存需求结构性增长

Always amazing looking at $MU earnings:

Revenue: $41.46B vs. $35.8B est. EPS: $25.11 vs. $20.78 est.

Forecasts:

Revenue: $49B to $51B, vs $43.24B est EPS: $30.00 to $32.00, vs. $25.31.

“Micron said on Wednesday that it has signed 16 long-term agreements”

"When completed, we expect approximately half or more of our company revenue to be under these"

Looks like memory demand has become structural…

But great earnings to show up the AI trade is continuing to ramp up.