$#EarningsSeason
$MU Q4 earnings are about to get interesting đ
Everyone is watching the numbers, but Iâm more interested in what they tell us about the memory cycle.
Micron is guiding for around $50B revenue and an impressive ~86% gross margin for Q4.
Thatâs the big test for me.
If Micron can actually deliver that margin, the next question is whether this strength can continue into FY2027 â especially with HBM4 demand picking up.
Iâll be watching đ
đč Q4 gross margin
đč FY2027 guidance
đč HBM4 demand
đč DRAM/NAND pricing
The earnings beat itself could move $MU , but the guidance may be what really sets the tone for the next move.
So whatâs your take?
Bullish or bearish on $MU after earnings? đ
#EarningsSeason #MU #Micron
$MU Q4 earnings are about to get interesting đ
Everyone is watching the numbers, but Iâm more interested in what they tell us about the memory cycle.
Micron is guiding for around $50B revenue and an impressive ~86% gross margin for Q4.
Thatâs the big test for me.
If Micron can actually deliver that margin, the next question is whether this strength can continue into FY2027 â especially with HBM4 demand picking up.
Iâll be watching đ
đč Q4 gross margin
đč FY2027 guidance
đč HBM4 demand
đč DRAM/NAND pricing
The earnings beat itself could move $MU , but the guidance may be what really sets the tone for the next move.
So whatâs your take?
Bullish or bearish on $MU after earnings? đ
#EarningsSeason #MU #Micron
