Samsung’s profit blueprint resets Micron stock bets

Investors in Micron just got a clear, high-signal "read-through" from the other side of the Pacific. It doesn't look like a warning shot; it appears more like a plan for how the AI memory boom will translate into substantial profits. Samsung recently released early guidance for the fourth quarter of 2025, implying a more than threefold increase in profit vs. Q4 2024 and that the company will do very well compared to Q3 2025, thanks to tighter memory markets and favorable pricing. That kind of spike doesn' ...