*Micron Q4 Earnings — Is the Memory Supercycle Just Getting Started? 🚀 $MU*
Everyone is asking: Can Micron's gross margin top 86% this quarter?
My take: *BULLISH* 🔥
Why?
1. HBM demand is insane. AI servers need more HBM than ever, and Micron is finally catching up with SK Hynix & Samsung.
2. DRAM prices are still climbing. The memory supercycle is NOT over.
3. If Q4 beats estimates, we could see $MU push to new highs before earnings recap on Oct 1.
I'm positioning bullish ahead of earnings. Are you?
What do you think — will Micron beat and keep the AI rally alive, or is this the top?
#EarningsSeason #MU #MicronEarnings
Everyone is asking: Can Micron's gross margin top 86% this quarter?
My take: *BULLISH* 🔥
Why?
1. HBM demand is insane. AI servers need more HBM than ever, and Micron is finally catching up with SK Hynix & Samsung.
2. DRAM prices are still climbing. The memory supercycle is NOT over.
3. If Q4 beats estimates, we could see $MU push to new highs before earnings recap on Oct 1.
I'm positioning bullish ahead of earnings. Are you?
What do you think — will Micron beat and keep the AI rally alive, or is this the top?
#EarningsSeason #MU #MicronEarnings