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Minto

Invest · Wisely

Independent investing essays. Focused on analysis and the long term. A slowly polished archive of thinking — to help you read the market, and grow rich slowly.

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Investing is a long road,
thanks for walking it with me.

Minto · in his own hand

Recent Posts

Companies07.01
Micron's 84% Gross Margin and 7x Stock: Cheap or Cycle Peak?
Micron just reported a quarter whose numbers are almost too wild to be real: quarterly revenue $41.4B, up 346% YoY; consolidated gross margin 84.6%; EPS $24.67 – all records. The stock has 7x’d in a year, market cap above $1 trillion. As the only pure-play memory leader listed in the U.S., it has become the clearest proxy for the AI storage trade.
Companies06.29
Nvidia at 22x: The Cheapest Megacap or a Cycle Peak in Disguise?
Revenue still +85%, gross margin 75%, quarterly FCF $48.6B — but it remains a cyclical stock
Companies06.25
Micron's Record Quarter: Net Profit Up 14x, 16 Long-Term Contracts Lock In Structural Shift
FQ3-26 revenue of $41.46B and non-GAAP EPS of $25.11 blew past guidance and consensus. Sixteen take-or-pay contracts turned 'storage as a structural asset' from narrative into booked cash flow. After-hours stock rose 13%, nearing all-time highs, while the rest of the AI complex quietly pulled back.

© 2026 Minto. All rights reserved.

RSS Sitemap Privacy Terms DisclaimerContent here is for reference only and is not investment advice.

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