GOOGL vs MU
AI-powered side-by-side analysis. Updated every 2 hours.
TurboQuant cuts demand case; capex ROI unproven
- • Stock down 20.2% from $349 peak to $280.92; trading at 25.4x forward P/E
- • Q4 2025: $100.3B revenue (+18% YoY), Cloud grew 48% to $17.7B with 30% gross margin
- • Google TurboQuant reduces memory use 6x, cutting demand justification for $175–$185B 2026 capex
Google's TurboQuant halves demand narrative, but contracts lock Micron through 2027
- • Q1 FY2026 revenue $13.6B (+57% YoY); Q2 guidance $18.7B revenue (+37% seq) with 68% gross margin
- • Google TurboQuant reduces AI memory demand by 6x; MU shares fell 20% in 5 days to $355.46 despite beat
- • Insider net selling $49.4M vs. buying $7.8M; Citadel holds 23.4M shares; analyst consensus target $527.60 (49% upside) vs. current price
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