Micron has locked in 36% of revenue through 2030 via strategic customer agreements
JOBhakdi · x · 2026-10-02
Micron ($MU) has secured 36% of its revenue through 2030 via strategic customer agreements (SCAs). The poster argues the current stock price already prices in a massive drop in margins and/or volume in 2029.
More from Venture
- Two goals for a product launch: quality noise early, then conversion — damianplayer · 2026-10-02
- 8 Lessons From GoFei's Overseas Indie Dev Interviews: Learn the Business Loop, Not Tools — gefei55 · 2026-10-02
- a16z Podcast: Lio uses multi-agent AI to capture the hidden work outside enterprise systems — a16z Podcast · 2026-10-02
- Peec AI Breaks Down Which Tactics Get You Cited by ChatGPT, Gemini and Perplexity — metehan777 · 2026-10-02
- Clients burned through their entire token budget 3 months before renewal — investor's favorite update — nathanbenaich · 2026-10-02
- Analysis: Meta can monetize the Muse agent via ads without ever showing one inside it — rohanpaul_ai · 2026-10-02