New York, New York
— September 23, 2025

At Wall Street Game Notes, we’ve been clear: we like Micron, and we’re all over their story. Their latest earnings report was strong, and the guidance lined up with our bullish expectations. We’ll have a full preview and breakdown posted, as always.

But what stood out this time wasn’t the numbers — it was one subtle comment from CEO Sanjay Mehrotra. He noted that Micron is already using AI to help improve their processes and products.

On its own, that may not sound groundbreaking. But for a good investor, these small details matter. They point to how AI isn’t just creating demand for chips — it’s also transforming how companies like Micron operate and innovate.

This wasn’t a headline moment, but it’s the kind of takeaway worth flagging. We’ll have the full earnings breakdown soon — stay tuned.