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Micron
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They make the memory chips inside the AI servers everyone's racing to buy. The numbers right now are staggering. Whether they last is the whole story.
Updated · Q2 FY26 · March 2026
6
Chapters
~17
Min read
$50B / yr revenue · ~48K employees · public since 1984
🌶️🌶️
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0 of 6
1
Growth
~4 min
The Comeback
A year ago Micron was a normal chip company. Then AI happened.
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2
Financial Health
~4 min
The Cash Machine
Growing this fast usually burns cash. Micron is the opposite.
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3
Moat
~3 min
The Moat
Almost no one can build memory chips. The few who can — keep almost everything.
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4
Management
~1 min
The Lifer
CEO Sanjay Mehrotra has run Micron through the worst memory cycles. AI is his upside.
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5
Behind the Numbers
~2 min
The Story Behind the Numbers
Revenue tripled, margins doubled — and the only real question is how long it lasts.
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6
Risk
~3 min
The Cycle Question
Memory has always been cyclical. AI might have broken that — or just made the next bust bigger.
↻ Next update · Jun 25
est. Jun 25, 2026 · Q3 FY26 · Micron IR ↗
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