$#EarningsSeason
$MU Q4 earnings are about to get interesting 👀
Everyone is watching the numbers, but I’m more interested in what they tell us about the memory cycle.
Micron is guiding for around $50B revenue and an impressive ~86% gross margin for Q4.
That’s the big test for me.
If Micron can actually deliver that margin, the next question is whether this strength can continue into FY2027 — especially with HBM4 demand picking up.
I’ll be watching 👇
🔹 Q4 gross margin
🔹 FY2027 guidance
🔹 HBM4 demand
🔹 DRAM/NAND pricing
The earnings beat itself could move $MU , but the guidance may be what really sets the tone for the next move.
So what’s your take?
Bullish or bearish on $MU after earnings? 👀
#EarningsSeason #MU #Micron
$MU Q4 earnings are about to get interesting 👀
Everyone is watching the numbers, but I’m more interested in what they tell us about the memory cycle.
Micron is guiding for around $50B revenue and an impressive ~86% gross margin for Q4.
That’s the big test for me.
If Micron can actually deliver that margin, the next question is whether this strength can continue into FY2027 — especially with HBM4 demand picking up.
I’ll be watching 👇
🔹 Q4 gross margin
🔹 FY2027 guidance
🔹 HBM4 demand
🔹 DRAM/NAND pricing
The earnings beat itself could move $MU , but the guidance may be what really sets the tone for the next move.
So what’s your take?
Bullish or bearish on $MU after earnings? 👀
#EarningsSeason #MU #Micron
