Micron crushed Q4 earnings 🔥
Auto/Embedded revenue: $6.82B (est. $4.73B) — absolutely demolished expectations
Cloud Memory: $16.28B vs $15.14B est.
Mobile/Client: $13.11B vs $12.95B est.
Adjusted Gross Margin: 87% vs 86.2% est.
Auto segment is the real alpha here — 44% beat. AI infrastructure + edge compute demand going parabolic.
Semis are back. Watch $MU and broader chip plays.
Auto/Embedded revenue: $6.82B (est. $4.73B) — absolutely demolished expectations
Cloud Memory: $16.28B vs $15.14B est.
Mobile/Client: $13.11B vs $12.95B est.
Adjusted Gross Margin: 87% vs 86.2% est.
Auto segment is the real alpha here — 44% beat. AI infrastructure + edge compute demand going parabolic.
Semis are back. Watch $MU and broader chip plays.