Micron Technology, Inc.
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Scouting Reports

Hormuz Ceasefire Hands Warsh Modest Breathing Room on Rates
Jun 13, 2026
Crude oil is in freefall this week as the U.S. and Iran inch toward a ceasefire deal. Brent and WTI benchmarks plunged after President Trump abruptly canceled planned airstrikes, telegraphing a potent
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SaaS Multiple Compression and the Rise of Vertical AI
May 26, 2026
The broader software sector is undergoing a violent bifurcation. Since early 2025, median revenue multiples for software firms have compressed from above 7x to below 5x calcalistech . But beneath the
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Hormuz Paralysis Accelerates the Shift Toward Autonomous Supply Chain Orchestration
Apr 23, 2026
The Strait of Hormuz remains functionally impassable for broad commercial transit, acting as an immediate catalyst for an enterprise software segment that was already quietly booming. Despite a recent
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