🔥 $MU EARNINGS — THIS ONE COULD MOVE FAST
Micron reports Q4 earnings tomorrow, and the big number I’m watching is gross margin.
Micron is guiding for around $50B revenue and ~86% gross margin. That is a huge bar, especially for a memory company.
My point of view: I’m cautiously bullish, but I don’t want to chase the first move after the report. If the numbers beat expectations and guidance stays strong, I’d rather look for a confirmed breakout/retest. If margins or guidance disappoint, I’ll stay out and wait for the dust to settle.
The bigger question is whether the memory super cycle can keep running into 2027. AI demand and tight supply are still key factors.
I’ll be watching revenue, gross margin, HBM demand and FY2027 guidance more than the headline EPS.
#EarningsSeason #MU
Micron reports Q4 earnings tomorrow, and the big number I’m watching is gross margin.
Micron is guiding for around $50B revenue and ~86% gross margin. That is a huge bar, especially for a memory company.
My point of view: I’m cautiously bullish, but I don’t want to chase the first move after the report. If the numbers beat expectations and guidance stays strong, I’d rather look for a confirmed breakout/retest. If margins or guidance disappoint, I’ll stay out and wait for the dust to settle.
The bigger question is whether the memory super cycle can keep running into 2027. AI demand and tight supply are still key factors.
I’ll be watching revenue, gross margin, HBM demand and FY2027 guidance more than the headline EPS.
#EarningsSeason #MU
