MU Earnings Takeaways & Global Memory Shortage Impacts on AI Trade

Dave Mazza and Ryan Shrout discuss their biggest takeaways from Micron's (MU) earnings and what it means for memory stocks moving forward. Dave explains why ongoing supply constraint margins will be higher than average moving forward while Ryan talks about his outlook for memory stocks beyond Micron. They also examine how the global memory shortage is impacting the tech industry.

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