🔥#美光 MU Tonight’s earnings report, and $SNDK is also here to watch the show!#股票财报季
This time, expectations for the earnings report are very high: revenue is expected to be around 51 billion, EPS about 31.5. Company guidance: revenue 50 billion ± 1 billion. The most outrageous part is—gross margin expectations hitting 86%!
If these numbers can truly be delivered, then line #AI存储 may be lively again tonight.
But don’t rush to blindly chase.
Bulls are betting on the continued explosive demand for AI, with memory demand growing larger and larger. Bears are worried that China’s storage capacity expansion will continue, which could later pressure memory prices and profit margins.
So Tang’s take is very simple:
In the short term, watch the earnings report; in the long term, watch the cycle.
Tonight, if the data beats expectations, Micron (MU) and SNDK could surge immediately; but if the good news has already been priced in early, you also need to guard against “good news being realized.”
So tonight, don’t guess which way it’ll go—keep an eye on three things:
Earnings data, management guidance, and after-hours capital flows.
Data determines expectations, and capital determines the candlesticks.
Tonight before dawn, whether $MU and SNDK end up taking profit or getting punished—just look at the market’s answer.
At that time, Tang will also look for opportunities to plan entry trades. This one is preparing to be a big move.#QNT一周涨287%
This time, expectations for the earnings report are very high: revenue is expected to be around 51 billion, EPS about 31.5. Company guidance: revenue 50 billion ± 1 billion. The most outrageous part is—gross margin expectations hitting 86%!
If these numbers can truly be delivered, then line #AI存储 may be lively again tonight.
But don’t rush to blindly chase.
Bulls are betting on the continued explosive demand for AI, with memory demand growing larger and larger. Bears are worried that China’s storage capacity expansion will continue, which could later pressure memory prices and profit margins.
So Tang’s take is very simple:
In the short term, watch the earnings report; in the long term, watch the cycle.
Tonight, if the data beats expectations, Micron (MU) and SNDK could surge immediately; but if the good news has already been priced in early, you also need to guard against “good news being realized.”
So tonight, don’t guess which way it’ll go—keep an eye on three things:
Earnings data, management guidance, and after-hours capital flows.
Data determines expectations, and capital determines the candlesticks.
Tonight before dawn, whether $MU and SNDK end up taking profit or getting punished—just look at the market’s answer.
At that time, Tang will also look for opportunities to plan entry trades. This one is preparing to be a big move.#QNT一周涨287%
