#earningsseason 🚨 $MU just changed the AI memory story
Micron’s latest results are getting serious attention.
📌 Q4 Revenue: $54.23B
📌 Adjusted EPS: $33.42
📌 Non-GAAP Gross Margin: 87%
📌 Q1 FY27 Revenue Guidance: $61.5B ± $1.5B
The bigger story is AI demand.
Micron says supply-demand conditions are expected to remain tight through FY2027 and FY2028, while data-center demand continues to drive strong results.
For traders, I’m watching two things now:
1️⃣ Can $MU maintain these exceptional margins?
2️⃣ How much of the AI-driven growth is already priced in?
Strong earnings can create opportunities—but they can also bring profit-taking and volatility.
I’ll be watching the pullbacks rather than chasing the first move.
What are you watching on $MU after earnings?
Micron’s latest results are getting serious attention.
📌 Q4 Revenue: $54.23B
📌 Adjusted EPS: $33.42
📌 Non-GAAP Gross Margin: 87%
📌 Q1 FY27 Revenue Guidance: $61.5B ± $1.5B
The bigger story is AI demand.
Micron says supply-demand conditions are expected to remain tight through FY2027 and FY2028, while data-center demand continues to drive strong results.
For traders, I’m watching two things now:
1️⃣ Can $MU maintain these exceptional margins?
2️⃣ How much of the AI-driven growth is already priced in?
Strong earnings can create opportunities—but they can also bring profit-taking and volatility.
I’ll be watching the pullbacks rather than chasing the first move.
What are you watching on $MU after earnings?