$#EarningsSeason
$MU Q4 earnings are about to get interesting ๐
Everyone is watching the numbers, but Iโm more interested in what they tell us about the memory cycle.
Micron is guiding for around $50B revenue and an impressive ~86% gross margin for Q4.
Thatโs the big test for me.
If Micron can actually deliver that margin, the next question is whether this strength can continue into FY2027 โ especially with HBM4 demand picking up.
Iโll be watching ๐
๐น Q4 gross margin
๐น FY2027 guidance
๐น HBM4 demand
๐น DRAM/NAND pricing
The earnings beat itself could move $MU , but the guidance may be what really sets the tone for the next move.
So whatโs your take?
Bullish or bearish on $MU after earnings? ๐
#EarningsSeason #MU #Micron
$MU Q4 earnings are about to get interesting ๐
Everyone is watching the numbers, but Iโm more interested in what they tell us about the memory cycle.
Micron is guiding for around $50B revenue and an impressive ~86% gross margin for Q4.
Thatโs the big test for me.
If Micron can actually deliver that margin, the next question is whether this strength can continue into FY2027 โ especially with HBM4 demand picking up.
Iโll be watching ๐
๐น Q4 gross margin
๐น FY2027 guidance
๐น HBM4 demand
๐น DRAM/NAND pricing
The earnings beat itself could move $MU , but the guidance may be what really sets the tone for the next move.
So whatโs your take?
Bullish or bearish on $MU after earnings? ๐
#EarningsSeason #MU #Micron
