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𝔗𝔥𝔢 𝔒𝔭𝔢𝔫 𝔐𝔠𝔬𝔫𝔬𝔪𝔦𝔰𝔱
Issue #11
Jun 25, 2026
The Take

Wall Street Panicked About AI. Micron Just Answered

After a week of AI sell-offs that crashed markets worldwide, Micron delivered blowout earnings on June 24, posting record revenue near $33.5 billion at an 81% margin, with its entire 2026 supply sold out. The verdict, for now: the AI boom is real.
→ The Wall Street Journal

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