Brocom is mentioned as a company expecting significant growth in accelerator and CPU builds, which will drive demand for memory.
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Why Micron Stock Barely Moved After Crushing Earnings
Micron (MU) reported strong earnings that beat expectations, but the stock saw a muted reaction due to a slight projected downtick in gross margins. Analyst Matt Bryson suggests this margin dip might be linked to increased AI memory shipments, indicating strong demand. The company is expected to significantly increase share buybacks after a legal deadline in December, potentially unlocking its substantial cash pile.
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