Cramer: Micron's Boom-Bust Cycle Is Finally Over — SkimNews
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- Jim Cramer told Yahoo Finance that Micron's boom-and-bust cycle is gone "at last," framing a structural break from the chipmaker's historically volatile earnings pattern.
- Memory industry executives told Ars Technica they expect a RAM shortage to continue through 2028, a supply-side signal that would extend pricing pressure well beyond a typical memory upcycle.
Why it matters: For Micron shareholders, the convergence matters: Cramer's claim of a broken boom-bust pattern lands alongside an industry-exec forecast of RAM tightness stretching through 2028 — together implying a more sustained memory upcycle than the historical cycle has ever delivered, and directly testing whether Micron's earnings can stay elevated past the typical downturn window.
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