๐ Revenue: $50B ยฑ $1B
๐ Gross Margin: ~86%
๐ฐ Non-GAAP EPS: $31 ยฑ $1
Micron's Q3 gross margin was already 84.6%, making the 86% target especially important.
Micron Investors +1
With AI driving strong HBM demand, the big question is whether this memory supercycle can continue.
Bull case: Strong HBM demand + tight memory supply โ sustained margins.
Risk: Expectations are already high, so guidance matters as much as the Q4 numbers.
My focus: Can Micron push beyond 86% gross margin? ๐
๐ Data chart: $50B Revenue | 86% Gross Margin | $31 EPS
#EarningsSeason #micro #ai #hbm #HackersDrainOver12.4MXRPFromDCENTWallets
๐ Gross Margin: ~86%
๐ฐ Non-GAAP EPS: $31 ยฑ $1
Micron's Q3 gross margin was already 84.6%, making the 86% target especially important.
Micron Investors +1
With AI driving strong HBM demand, the big question is whether this memory supercycle can continue.
Bull case: Strong HBM demand + tight memory supply โ sustained margins.
Risk: Expectations are already high, so guidance matters as much as the Q4 numbers.
My focus: Can Micron push beyond 86% gross margin? ๐
๐ Data chart: $50B Revenue | 86% Gross Margin | $31 EPS
#EarningsSeason #micro #ai #hbm #HackersDrainOver12.4MXRPFromDCENTWallets
