$MU Just Broke Memory Economics — 86% Gross Margins Are Not Normal and Wall Street Is Finally Noticing
A week of chipmaker carnage, meme stock chaos, and a Micron print that rewrote the memory playbook

Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | buy | $1213.97 | - | - | - |
| SNDK Sandisk Corp | hold | $2150.02 | - | - | - |
| NVDA NVIDIA CORP | buy | $200.69 | - | - | - |
| GOOGL Alphabet Inc. | hold | $342.10 | - | - | - |
| WEN Wendy's Co | hold | $8.23 | - | - | - |
| HTZ HERTZ GLOBAL HOLDINGS, INC | sell | $3.09 | - | - | - |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | buy | $261.51 | - | - | - |
| QCOM QUALCOMM INC/DE | buy | $223.00 | - | - | - |
| GEV GE Vernova Inc. | buy | $1080.10 | - | - | - |
| AFRM Affirm Holdings, Inc. | hold | $78.25 | - | - | - |
| AMZN AMAZON COM INC | buy | $233.12 | - | - | - |
| XOM EXXON MOBIL CORP | buy | $136.37 | - | - | - |
| FDX FEDEX CORP | hold | $316.40 | - | - | - |