Micron poised for "structural reset" in earnings power, UBS says, as HBM squeeze tightens further

Impact · against what's priced in

Micron is the primary beneficiary of a structural shift in memory pricing and demand, with UBS forecasting massive EPS growth and HBM pricing power. Nvidia faces a modest supply-side constraint requiring hardware de-specification, while Standard Uranium secures a minor strategic investment.

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