rehen on X: "Micron just printed 84.9% gross margins higher than Meta's 80% at the ad platform Meta built one of the most profitable advertising businesses in human history and a memory chip company is now beating it. AI infrastructure demand is so locked in and supply so committed for years that Micron can basically name its price. Meta is funding the AI buildout and Micron is collecting the toll." / X

Micron just printed 84.9% gross margins higher than Meta's 80% at the ad platform Meta built one of the most profitable advertising businesses in human history and a memory chip company is now beating it. AI infrastructure demand is so locked in and supply so committed for years that Micron can basically name its price. Meta is funding the AI buildout and Micron is collecting the toll.

Shay Boloor

@StockSavvyShay

10h

$MU now has higher gross margins than $META with 85% at the memory fab versus 80% at the ad platform. Meta is paying for the AI buildout while supply is committed for years giving Micron the power to set the price.

6:22 PM · Aug 1, 20261.2KViews

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