Stock analysis posts tagged "dram" from Openbook.

Micron closed fiscal 2026 with USD 133.2bn of revenue and an 87% Q4 non-GAAP gross margin, then guided USD 25bn of capex for the first half.

Revenue up 90% to USD 256.9m, units up just 17%: Raspberry Pi's record half was largely a memory price pass-through management says is already moderating.