Jack of All Trades: SKORE 12.17.2025
Micron Buy on validated AI memory supercycle (Q1 revenue +57% YoY to $13.64B, EPS +167%), extraordinary margin expansion (56.8% gross margin targeting 68% Q2), and multi-year HBM demand visibility (entire 2026 supply sold, $100B TAM by 2028 vs $35B in 2025)—valuation stretched