$BNB $ETH ๐จ $MU MICRON JUST CRUSHED EARNINGS โ NOW WHAT? ๐๐ฅ
Micronโs FY2026 Q4 numbers came in BIGGER than expected:
๐ฐ Revenue: $54.23B
๐ Adjusted EPS: $33.42
๐ฅ Adjusted Gross Margin: 87.0%
โก Q1 FY2027 Revenue Guidance: $61.5B ยฑ $1.5B
๐ฏ Q1 FY2027 Adjusted EPS Guidance: $38.15 ยฑ $1.00
The AI-memory story is still the key driver. Strong demand for DRAM, NAND and HBM is supporting pricing and keeping supply conditions tight. Micron also reported around $150B in remaining performance obligations, up from $100B previously.
But hereโs the important part ๐
After such a massive run, the question isnโt simply โIs MU bullish?โ
The real question is:
๐ฅ Can Micron continue delivering record revenue AND protect these extraordinary margins?
My focus now: โก๏ธ Forward guidance
โก๏ธ HBM demand & pricing
โก๏ธ Gross-margin trend
โก๏ธ AI/data-center demand
โก๏ธ Customer commitments
โก๏ธ Valuation after the huge rally
MU delivered a monster quarter โ but after a major move, risk management still matters. ๐
Whatโs your view on $MU from here?
๐ข Bullish
๐ด Bearish
๐ก Waiting for a pullback
#MU #Micron #Earnings #AI #HBM #Semiconductors #Stocks #EarningsSeason่ฎจ่ฎบ็ปง็ปญๅขๅ #BNB
Micronโs FY2026 Q4 numbers came in BIGGER than expected:
๐ฐ Revenue: $54.23B
๐ Adjusted EPS: $33.42
๐ฅ Adjusted Gross Margin: 87.0%
โก Q1 FY2027 Revenue Guidance: $61.5B ยฑ $1.5B
๐ฏ Q1 FY2027 Adjusted EPS Guidance: $38.15 ยฑ $1.00
The AI-memory story is still the key driver. Strong demand for DRAM, NAND and HBM is supporting pricing and keeping supply conditions tight. Micron also reported around $150B in remaining performance obligations, up from $100B previously.
But hereโs the important part ๐
After such a massive run, the question isnโt simply โIs MU bullish?โ
The real question is:
๐ฅ Can Micron continue delivering record revenue AND protect these extraordinary margins?
My focus now: โก๏ธ Forward guidance
โก๏ธ HBM demand & pricing
โก๏ธ Gross-margin trend
โก๏ธ AI/data-center demand
โก๏ธ Customer commitments
โก๏ธ Valuation after the huge rally
MU delivered a monster quarter โ but after a major move, risk management still matters. ๐
Whatโs your view on $MU from here?
๐ข Bullish
๐ด Bearish
๐ก Waiting for a pullback
#MU #Micron #Earnings #AI #HBM #Semiconductors #Stocks #EarningsSeason่ฎจ่ฎบ็ปง็ปญๅขๅ #BNB
