$MU $SNDK Go BOOOOM $NVDA Nvidia — CFO Warns of Extreme Memory Pricing and Supply Constraints ⠀ • “We are experiencing extreme pricing conditions in memory. The magnitude of the price increase has exceeded our prior expectations and is headed even higher into next year.” • Nvidia expects supply to remain a bottleneck through at least the end of FY28. • Gross margin outlook: Q3 74% ±50 bps; Q4 expected to bottom at 71%–72%; FY28 expected around 72%–73% vs. 74% est.

$MU $SNDK Go BOOOOM $NVDA Nvidia — CFO Warns of Extreme Memory Pricing and Supply Constraints ⠀ • “We are experiencing extreme pricing conditions in memory. The magnitude of the price increase has exceeded our prior expectations and is headed even higher into next year.” • Nvidia expects supply to remain a bottleneck through at least the end of FY28. • Gross margin outlook: Q3 74% ±50 bps; Q4 expected to bottom at 71%–72%; FY28 expected around 72%–73% vs. 74% est.

Source:https://x.com/epictrades1/status/2092731414727070022