Pressure Points: Micron 3Q'26 Earnings

from Pressure Points · host Deepwater Asset Management

The most underappreciated data point on MU’s earnings call was that the number of five-year SCAs increased from one last quarter to seven this quarter. That’s significant because it suggests customers expect this buildout to last for at least five years and want greater pricing visibility over that time frame. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Episode metadata supplied by the publisher feed · Published Jun 24, 2026

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