Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through 2026. We analyze the company's impressive sequential growth and the Q2 outlook which implies a 132% year-over-year revenue increase. Additionally, we clarify the misunderstanding regarding the company's decision to exit its direct-to-consumer memory unit versus its ongoing sales to PC and smartphone manufacturers.<br>

Despite the strong performance, we remain prudent regarding valuation and the cyclical nature of the industry. We break down the adjusted free cash flow metric, which adds back Chips Act incentives , and discuss how significant capital expenditures for equipment are impacting profitability.

<br>Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership

<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/

<br>Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

<br>If you found this video useful, please make sure to like and subscribe!<br>*********************************************************

<br>Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!

<br>Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.<br>#Micron #MU #Semiconductors #ChipStocks #Investing #StockMarket #AI #TechStocks #Earnings #Finance

Closing Bell: Can Amazon Help the Tech Sell-Off? 2/5/26

Closing Bell

Bruin's Approach: Picks, Shovels and Markets

The AI-powered Podcast Player