๐ $MU โ SO APPARENTLY 86% GROSS MARGIN WASNโT CRAZY ENOUGH.
Micron just dropped FY2026 Q4 numbers and basically told Wall Street:
โYou thought the bar was high? Cute.โ
Revenue came in at $54.23B, above expectations, while Micron guided next quarter to roughly $61.5B as AI-memory demand keeps ripping.
And the real kicker?
Micron says memory remains one of the biggest bottlenecks in AI infrastructure, with demand still running ahead of supply and most of its 2027 output already committed.
So much for the โmemory boom is peakingโ narrative.
AI wants more HBM.
Customers want more capacity.
Micron keeps raising the bar.
At this point, $MU earnings are starting to look less like a normal semiconductor reportโฆ
and more like a quarterly reminder that AI capex still has an appetite problem.
$MU $NVDA $SNDK
#micronbeatsearningsliftsguidance #CFTCSubmitsTwoEventContractRulesToWhiteHouse #BitcoinClears$85200 #AltcoinSeasonIndexHoldsAbove60For5Days #USCorePCEEasesTo3%InAugust
Micron just dropped FY2026 Q4 numbers and basically told Wall Street:
โYou thought the bar was high? Cute.โ
Revenue came in at $54.23B, above expectations, while Micron guided next quarter to roughly $61.5B as AI-memory demand keeps ripping.
And the real kicker?
Micron says memory remains one of the biggest bottlenecks in AI infrastructure, with demand still running ahead of supply and most of its 2027 output already committed.
So much for the โmemory boom is peakingโ narrative.
AI wants more HBM.
Customers want more capacity.
Micron keeps raising the bar.
At this point, $MU earnings are starting to look less like a normal semiconductor reportโฆ
and more like a quarterly reminder that AI capex still has an appetite problem.
$MU $NVDA $SNDK
#micronbeatsearningsliftsguidance #CFTCSubmitsTwoEventContractRulesToWhiteHouse #BitcoinClears$85200 #AltcoinSeasonIndexHoldsAbove60For5Days #USCorePCEEasesTo3%InAugust
