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Posted by
Two Blokes Apr 22 -
Filed in
Stock
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Micron's HBM revenue surged 50% sequentially in Q2 FY25, reaching over $1B and driving 57% of CNBU sales. Estimated $5–7B in China-exposed revenue faces 25% tariffs, potentially reducing EPS by $0.44–$0.62 per share. Despite consensus FY25 EPS of $6.97, shares dropped 20%—more than double the worst-case 9% earnings hit.
