Micron, the most popular memory stock. I would say, one of the most popular semiconductor stocks on the market right now, just released their earnings report. The stock price has remained fairly stable despite delivering exceptional earnings, great revenue, and incredible guidance.
Steve, you excited for Micron? >> Super excited for Micron. And I feel like we're in a situation where Nvidia had to validate the hyperscalers. Broadcom had to validate Nvidia. Now Micron has to validate everything.
And I think we hear more of everything from Micron today. Micron, given the nature of the the the sort of poster child it is for pick and shovels, I agree with you, Tanner. They've got to show these LTAs.
They've got to show that there's a ceiling or a floor to to what their margins look like over the next couple years. got to show there's a real long-term trajectory because it I I I still can't figure out why Micron is discounted this heavily against other semiconductor names that have worse margins, worse growth, and are just as cyclical.