It looks as if it&#x27;s Micron&#x27;s world now and the rest of us are just paying rent. But how long can it&#x27;s hot streak continue? In this episode of The AI Investor Podcast, Eric Bleeker and Austin Smith are looking at Micron&#x27;s continued success, as well as the struggles of stocks like Alphabet and Meta. The two will also be diving into the mailbag to answer your questions about the AI marketplace and what investors can expect from artificial intelligence in the coming weeks. 0:00 Intro :50 Micron and memory continues to boom 4:44 The semiconductor space 6:21 More on Micron&#x27;s earnings 10:16 Micron vs. Nvidia 16:54 Hyperscalers are down 20:05 Performances of recent recommendations 22:25 The latest with Alphabet 25:55 Struggling stocks 29:17 Q &amp;. A Eric&#x27;s ETF Tiers: https://www.youtube.com/watch?v=r43CbeJ43P4 Noam Brown: https://x.com/polynoamial/status/2064210146558136827 If you want to work with us at 24/7 Wall St: contact@flywheelpublishing.com To follow our portfolio: https://247wallst.com/aiportfolio/ To follow Eric on X: https://x.com/bleekertech Submit your questions: questions@247wallst.com Subscribe on YouTube: https://www.youtube.com/@247wallst. Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.

Micron Mystifying The Market... Can It Continue?

The AI Investor Podcast

# Full Transcript

**Podcast:** The AI Investor Podcast

## Transcript

In today's episode of the The AI Investor Podcast. An eye on Micron. Micron Technology. We got Micron. Micron Earnings. Micron. Micron. This talks up more than 25% in the past five weeks. It's Micron's world. We just live in it, and I'm just happy to be here. Eric, we are back with the AI Investor Podcast. You and I are both traveling this week, so I'm sorry if our audio quality and backgrounds

are not quite up to our usual standards here, but how are you doing? How's vacation with the family? You're near a beach. You guys were doing a little golf carting, a little beaching. Yeah, we're down in Charleston. We go here every single year. It's a lovely place for anyone looking for some new vacation destinations. But Austin, I'm on vacation, and I'm looking at the news, and all I can say is a memory. It's a memory world, and we're all just living in it. Micron's up 18%, even though it's a trillion-dollar company.

It feels like yesterday I was following Micron's earnings, and back in 2024, whenever NVIDIA reported CNBC would have countdowns to earnings. It was the Super Bowl moment. Exactly, the Super Bowl moment. Like, the world would end if they missed earnings. And that's a bit what it feels like with Micron right now. So I think most of this episode, sometimes we say, hey, it's going to be a little shorter episode. As you know, we're both on vacation. We'll probably keep this one a little tighter, talk about the events.

But we really just wanted to talk about kind of what's happening in memory today. And then we'll kick it over to a few listener questions, and we'll close it up for this episode. That sounds great. Yeah, this memory moment is singular. And I know we're going to get into this, but I got to get two things out of the way up front here. Micron had more in net income this quarter than they had revenue last quarter, which is something I'm going to have to repeat multiple times before I fully grok it.

I repeat, that is their net income this quarter exceeded their revenue last quarter. And that's largely an explosion. I mean, driven by a lot of things, but an explosion of gross margins from 39% to 85%, which I know we're going to get to. One quick request to our listeners, though. We don't do ads on the podcast. We do this for the love of the game. And Eric, your picks have performed very well for our listeners here. So I ask any investor or any listener who's got a couple moments here to go leave us a comment

or review on Spotify, YouTube, Apple, wherever you listen to this podcast. We really love hearing from the community. We are going to do a quick Q&A at the end of this episode. And those are questions that we curate from those comment sections. So if you're interested in, you know, if you have any stocks you're interested in, you just want to provide any feedback, please, YouTube, Spotify. It really makes all the difference. We appreciate that. OK, Eric, int...

Micron Mystifying The Market... Can It Continue?

Transcript

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Every day you wait, your competitors are finding
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Micron Mystifying The Market... Can It Continue?

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.