Morgan Stanley internal research report: $MU gross margin to reach 90% by 2027! With 16 long-term customer agreements secured, minimum revenue is guaranteed to exceed $100 billion over the next five years through 2030. Next year’s revenue is projected to rise 65% to ~$285.9 billion, with gross margin climbing to 89.5%, nearly 90%! The report emphasizes that AI memory demand is structural, not cyclical. Morgan Stanley clearly holds a significant position in Micron stock 😂 https://t.co/2n0TxPLE8e
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