qinbafrank
qinbafrank|Jun 25, 2026 01:09
Micron's gross margin this season is 84.9%—what does that even mean? 1) This profit margin is more lucrative than drug dealing. 2) NVIDIA's latest quarterly gross margin is 75.0%, while Micron's gross margin far surpasses NVIDIA, setting a record for the highest gross margin among U.S. tech companies. 3) What's even scarier is that management expects the gross margin to possibly rise further to 86% next quarter, indicating that the supply shortage not only hasn't eased but is actually worsening.
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