Micron's (MU) guidance for FQ2 was telegraphed well in advance - long before December's FQ1 call. It was sold as "seasonal," and investors should keep that in mind. However, the market and analysts - ...

You walk into a room and forget why you came there. You struggle to remember the name of someone you’ve known for years. You lose track of conversations mid-sentence or can’t recall what you did ...

Analysts were overly pessimistic about Micron's earnings, but the company exceeded expectations with strong guidance, particularly in HBM and DRAM demand. I recap Micron's supply and demand situation, ...