Скачать или смотреть The Micron "Margin Trap": Why Tech Giants are PANICKING in 2026

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The Micron "Margin Trap": Why Tech Giants are PANICKING in 2026

Is Micron (MU) heading to $1,200? Wall Street is divided as we enter the most explosive era in semiconductor history: The AI Giga-cycle. While networking giants like Cisco are falling into a "Margin Trap," Micron is emerging as the OPEC of the AI revolution.

In this video, we break down the February 2026 data showing why Micron’s HBM4 shipping a year early has fundamentally broken the old "boom and bust" cycle of the memory market. We look at the 90% price surge in DRAM and why institutional whales like Vanguard are doubling down even at record highs.

• The $1,200 Math: A step-by-step breakdown of Micron’s 2026 EPS projections ($33+).
• The Margin Trap: How skyrocketing memory costs are sucking profit out of Dell, Apple, and Cisco and handing it to Micron.
• HBM4 War: Why Micron’s thermal efficiency is beating Samsung and SK Hynix in the race for Nvidia’s Vera Rubin chips.
• The Bear Case: Why $20B in Capex could still be a "Glut Ghost" waiting to happen.

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