The Micron "Margin Trap": Why Tech Giants are PANICKING in 2026

Описание: #trading #stockmarket #investing #money #stocks #micron
The Micron "Margin Trap": Why Tech Giants are PANICKING in 2026

Is Micron (MU) heading to $1,200? Wall Street is divided as we enter the most explosive era in semiconductor history: The AI Giga-cycle. While networking giants like Cisco are falling into a "Margin Trap," Micron is emerging as the OPEC of the AI revolution.

In this video, we break down the February 2026 data showing why Micron’s HBM4 shipping a year early has fundamentally broken the old "boom and bust" cycle of the memory market. We look at the 90% price surge in DRAM and why institutional whales like Vanguard are doubling down even at record highs.

• The $1,200 Math: A step-by-step breakdown of Micron’s 2026 EPS projections ($33+).
• The Margin Trap: How skyrocketing memory costs are sucking profit out of Dell, Apple, and Cisco and handing it to Micron.
• HBM4 War: Why Micron’s thermal efficiency is beating Samsung and SK Hynix in the race for Nvidia’s Vera Rubin chips.
• The Bear Case: Why $20B in Capex could still be a "Glut Ghost" waiting to happen.

✅ ABOUT ME ✅
My name is Kevin Gerrity and on this channel I teach you about stock investment opportunities.  I will work hard to bring you the latest stock updates, hottest trends and key insights. I have two goals with this channel - to keep you updated with the latest stock and investment news and to provide value to you with my insights.

COMMENT DISCLAIMER: I WILL NEVER CONTACT YOU IN ANYWAY (ON ANY PLATFORM). IF YOU GET CONTACTED BY ANYONE CLAIMING TO BE ME, IT IS NOT ME. FOR EXAMPLE, COMMENTS SHOWING WHATSAPP NUMBERS ARE NOT ME. ADDITIONALLY, PEOPLE HAVE THE ABILITY TO CALL YOU USING AI TECHNOLOGY SO IT SOUNDS LIKE ME. THIS AGAIN IS NOT ME. NEVER WILL I CONTACT YOU IN ANY WAY. PLEASE DO NOT CLICK ON ANY LINKS IN THE COMMENT SECTION BELOW. DO NOT RESPOND OR INTERACT WITH ANYONE ON ANY PLATFORM CLAIMING TO BE ME OR WORKING ON MY BEHALF - THEY ARE SCAMMERS.

DISCLAIMER:
This video is for educational purposes only. Please do your own research before making any decisions with your money.  I will not be held liable for any losses or gains you may experience.  I am not your financial or investment advisor.  This is completely educational content and should be taken as such - the views expressed in the content are opinions.  Nothing on this channel should be taken as a recommendation to buy a particular stock or other investment asset.  The information shared on this channel is not indicative of future results.  Analyses are not absolute and are prone to change in accordance with present and future market events.  Please do all of your own research before you buy any stock or financial investment.