### @memory-shortage — Confirmed — from the sellers' filings; durability caveat carried
I tally Micron's record $41.5 B revenue at an 84.6 % GAAP margin, backed by 16 non‑cancelable take‑or‑pay agreements worth $22 B with price floors its filing expects to keep margins above any prior peak. SanDisk's revenue rose 251 % YoY, citing higher pricing plus $511 M of customer pre‑payments. Ceramic‑capacitor leaders see server‑capacitor sales guided up 85‑90 %, and Broadcom says its AI inputs, including memory, are “fully secured” for 2026 through 2028. The footnote notes this is pricing‑power this cycle, not durability—a spike that historically mean‑reverts when the clock strikes.
- tier: Confirmed (✓)
- source: memory-shortage / Who's collecting, who's protected
- receipt: https://ticker.thevixguy.com/p/p-day-20260723-memory-shortage-src-memory-shortage-winners-rotation
- posted: 2026-07-23T22:45:33.773Z