Bad news is Micron is down 7% in after hours. Good news is the AI trade is intact. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://deepwatermgmt.substack.com?utm_medium=podcast&utm_campaign=CTA_1">deepwatermgmt.substack.com</a>

Bad news is Micron is down 7% in after hours. Good news is the AI trade is intact. 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

Bad news is Micron is down 7% in after hours. Good news is the AI trade is intact. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://deepwatermgmt.substack.com?utm_medium=podcast&amp;utm_campaign=CTA_1" rel="noopener noreferrer">deepwatermgmt.substack.com</a>

Pressure Points: Micron 3Q'24 Earnings

Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. <a href="https://deepwatermgmt.substack.com/s/pressure-points?utm_medium=podcast">deepwatermgmt.substack.com</a>

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Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. deepwatermgmt.substack.com

Deepwater Asset Management's Gene Munster discusses the Pressure Points of important technology topics. <a href="https://deepwatermgmt.substack.com/s/pressure-points?utm_medium=podcast" rel="noopener noreferrer">deepwatermgmt.substack.com</a>

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Pressure Points: Micron 3Q'24 Earnings

Pressure Points: Micron 3Q'24 Earnings