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Jul 07 2026
Stock Market

Memory Reset

  • Jul 7, 2026

Micron Technology has been the quintessential boom-bust cyclical over most of its history, tracing out a gross margin path that would put to shame any industrial-age steel or chemical company. However, the trillions of dollars being spent on datacenters have put Micron in the catbird’s seat, generating an 85% gross margin in its most recent quarter.

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About The Author

Scott Opsal / Chief Investment Officer

Scott Opsal Chief Investment Officer

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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