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Sep 27
31m 55s

What will Micron's gross margin guide be...

SEEKING ALPHA
About this episode
Sara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML, TSM earnings - how will market react to Q4? (19:00) Memory players to think about before MU earnings (24:35)

Episode transcripts

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