This Stock Will Be More Profitable Than Amazon and Meta by 2027

Marketscreener projects Micron’s operating income will surge to $133 billion in fiscal 2027, topping Amazon and Meta and reflecting massive AI-driven memory demand. The article attributes this to a tight supply of high-bandwidth memory (HBM) — sold out through 2026 with orders into 2027 — and DRAM supply meeting only about half of AI-driven demand, enabling 30%–50% price gains in some segments. Micron’s role as a primary HBM/DRAM supplier to Nvidia, AMD and Intel gives the company strong revenue visibility through 2027, though analysts warn 2027 may be a peak year and memory cyclicality could produce oversupply after 2028. Overall the piece presents a bullish market impact: higher pricing, expanding margins and outsized profit growth tied to the AI supercycle, while noting downside risks from potential future capacity additions and macro factors.