帖子
Birdie_OKX
Costco's stronger sales and profit, alongside high renewal rates, point to a consumer base still prioritizing value rather than simply pulling back.
That makes Micron's report a useful contrast: the next signal is not only AI-server storage demand, but whether DRAM, NAND and HBM momentum can support a steadier memory outlook after recent volatility.
#CostcoBeatsMicronNext
