Micron didn't end up with zero Rubin HBM, as analyst commentary backpedals
suchenzang · x · 2026-10-10
Commentary notes that Micron ($MU) did not, in fact, end up with zero NVIDIA Rubin HBM allocation, contradicting earlier reports. Su Chen Zang adds that the original phrasing was carefully worded to be defensible either way — the speaker could later simply claim they "didn't see the indications" at the time.
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