Micron Upgraded as 85% Gross Margin Tops Big Tech
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- Seeking Alpha upgraded its Micron (NASDAQ:MU) rating, arguing the stock's math "makes no sense" given underlying fundamentals.
- Micron posted an 85% gross margin that tops Meta, Microsoft, and Google, even as MarketWatch reports choppy trading tied to China fears looming over the stock.
Why it matters: Micron's 85% gross margin beating Meta, Microsoft, and Google undercuts the China-fear narrative dragging the stock — the Seeking Alpha upgrade explicitly argues the market is mispricing the fundamentals relative to geopolitical headline risk.
