Posture

expanding

med confidence · as of 2026-07-26 · about Micron

Riding the HBM up-cycle (revenue +142% YoY) into a heavy US-megafab + CHIPS capex ramp (~$25B/yr) — the only US DRAM maker scaling into the AI-memory shortage.

Sourced figures 1

kestrel board.yaml micron axes ~22% of DRAM revenue; HBM #3; only US DRAM maker; FCF earmarked to US megafabs + CHIPS
2026-07 med

the working

Basis

Riding the HBM up-cycle (revenue +142% YoY) into a heavy US-megafab + CHIPS capex ramp (~$25B/yr) — the only US DRAM maker scaling into the AI-memory shortage.

Threads 2

Memory Squeeze developing
CXMT IPO open

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