@the_airmass · Long MU · The Analysts

Micron eating everyone’s lunch.

SAASOCALYPSE 5.0!? $IBM CEO Arvind Krishna: “In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases.” IBM “did not anticipate

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Since the call—

unrankedThe analyst's rank today

High · 0.90Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

100% of the basket · day 20fades out by Nov 11

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