After the market close on September 30, Eastern Time, at around 4:00 a.m. China time on October 1, Micron $MUB — highly anticipated by countless people — is about to release its earnings report.
In the current market environment, memory manufacturers’ profits will definitely look good. Whether the stock price can rise mainly depends on the guidance for next year’s Q1 and the supply/demand/orders situation in 2027, as well as whether there are any extra positives such as share buybacks.
I checked the latest memory quotes for September 30 today: D5 memory prices are still through the roof. It’s not exaggerated to say, “Memory is a luxury item.” For example, a single 32G stick at 4800Hz is still 5,000 RMB, and a 64G stick at 5600Hz even costs 13,500 RMB.
😭😭😭, if you’re planning to buy a computer, you can wait a bit longer.
#美光
In the current market environment, memory manufacturers’ profits will definitely look good. Whether the stock price can rise mainly depends on the guidance for next year’s Q1 and the supply/demand/orders situation in 2027, as well as whether there are any extra positives such as share buybacks.
I checked the latest memory quotes for September 30 today: D5 memory prices are still through the roof. It’s not exaggerated to say, “Memory is a luxury item.” For example, a single 32G stick at 4800Hz is still 5,000 RMB, and a 64G stick at 5600Hz even costs 13,500 RMB.
😭😭😭, if you’re planning to buy a computer, you can wait a bit longer.
#美光
