$MU Trump spoke. Micron beat expectations. Does Bitcoin get the green light?
Here’s my read on September 30:
🇺🇸 TRUMP
He defended his economic record at the White House. I wouldn’t treat that speech alone as a confirmed Bitcoin catalyst.
🔬 MICRON — THE RESULTS
• Revenue: $54.23B vs. $51.07B expected.
• Adjusted EPS: $33.42.
• Adjusted gross margin: 87.0%.
The detail worth watching: next-quarter guidance points to $61.5B ± $1.5B in revenue, but an adjusted gross margin of approximately 86.25%.
More revenue. Slightly lower margins.
My interpretation: constructive for the AI-memory thesis, with profitability still worth monitoring.
₿ BITCOIN — THE MORE DIRECT SIGNAL
August PCE inflation rose 0.3% month over month, below the 0.4% forecast. Expectations for another October Fed hike eased.
That gives BTC a more supportive macro backdrop.
But today’s initial Bitcoin rally after the inflation release also retraced. A positive headline still needs sustained buying.
My stance: cautiously bullish. I’m watching whether bond yields ease and BTC holds its gains before calling this a lasting shift.
Which matters most to YOUR Bitcoin thesis right now: Fed policy, AI earnings, or spot demand—and why?
Micron’s official release:
https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx
#EarningsSeason #bitcoin #Micron
$BTC
Here’s my read on September 30:
🇺🇸 TRUMP
He defended his economic record at the White House. I wouldn’t treat that speech alone as a confirmed Bitcoin catalyst.
🔬 MICRON — THE RESULTS
• Revenue: $54.23B vs. $51.07B expected.
• Adjusted EPS: $33.42.
• Adjusted gross margin: 87.0%.
The detail worth watching: next-quarter guidance points to $61.5B ± $1.5B in revenue, but an adjusted gross margin of approximately 86.25%.
More revenue. Slightly lower margins.
My interpretation: constructive for the AI-memory thesis, with profitability still worth monitoring.
₿ BITCOIN — THE MORE DIRECT SIGNAL
August PCE inflation rose 0.3% month over month, below the 0.4% forecast. Expectations for another October Fed hike eased.
That gives BTC a more supportive macro backdrop.
But today’s initial Bitcoin rally after the inflation release also retraced. A positive headline still needs sustained buying.
My stance: cautiously bullish. I’m watching whether bond yields ease and BTC holds its gains before calling this a lasting shift.
Which matters most to YOUR Bitcoin thesis right now: Fed policy, AI earnings, or spot demand—and why?
Micron’s official release:
https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx
#EarningsSeason #bitcoin #Micron
$BTC
