Micron Q4 – My Take

I’m bullish on $MU after today’s earnings.
Guided:

$50B revenue
~$31 EPS
~86% gross margin

They will clear 86%. Q3 was already ~85%. Pricing + HBM demand is still too strong.
Memory supercycle? Still has legs into 2027–2028. Supply remains tight and contracts are locking in high floors.

Volatility will be high, but the fundamental story is intact.

Bullish or cautious?

Drop your view 👇

#EarningsSeason $MU #Geopolitics #USJobOpeningsFallToFiveMonthLow