To The Moon

$Micron Technology(MU)$   Micron Technology, Inc. delivered robust FQ4 results, with $54.23B in revenue, an 87% GAAP gross margin, and $33.42 EPS, highlighting exceptional memory market strength. MU's forward strategy leverages $50B+ annual capex for early cleanroom construction, aligning future equipment deployment with rising Strategic Customer Agreements (SCAs) covering >35% of 2030 revenue. Over 75% of FY2027 output is already committed, with $150B in Remaining Performance Obligation and $32B in customer financial commitments, enhancing downside visibility. I assign MU stock a Strong Buy rating, targeting $1,430–$1,500 per share (30–37% upside), anchored by $125–$135 normalized EPS and disciplined capital

$Micron Technology(MU)$   Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG): Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts) Earnings per share (adj): $33.42 / sh (vs. $31.61 expected) In addition, the company issued guidance which validate that demand for memory and storage products is unl

$Micron Technology(MU)$   Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG): Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts) Earnings per share (adj): $33.42 / sh (vs. $31.61 expected) In addition, the company issued guidance which validate that demand for memory and storage products is unl

$Apple(AAPL)$   Apple (AAPL) have been responding to fixes for glitches happening in their iPhone 18 Pro models, so the stock is moving upwards. Recent Apple glitches include a Face ID unresponsiveness bug on iPhone 18 Pro models running iOS 27, an Apple Wallet storage bloat issue, and AT&T network problems affecting some iPhone 18 Pro Max units. Current Apple Glitches and Bugs • iPhone 18 Pro Face ID Freeze: Devices running iOS 27 can temporarily freeze and reboot after a failed Face ID attempt. Apple has been rolling out patches like iOS 27.0.1 to address related stability issues. • iPhone 18 Pro Max AT&T Issue: A network-related glitch has prevented some iPhone 18 Pro Max users on AT&T from calli

$Micron Technology(MU)$   Micron Technology is enjoying incredible margins amid the memory-chip boom. But the problem is any indication of a peak is taken as a sign to rush to the exit, and that looks to be holding the stock back. Micron shares rose 3.03% at $1,097.39 on Thursday after the company reported better-than-expected earnings late Wednesday. Almost every number in Micron’s report was great—revenue, profit, and free cash flow all soared, and the company has locked in a raft of new long-term supply agreements. The only real concern was guidance for its gross margin to drop from 87% in its fiscal fourth quarter to 86.25% in the current quarter. It’s hardly a crisis. The margin is still sky high; even Nvidi

$Micron Technology(MU)$   Micron Technology is enjoying incredible margins amid the memory-chip boom. But the problem is any indication of a peak is taken as a sign to rush to the exit, and that looks to be holding the stock back. Micron shares rose 3.03% at $1,097.39 on Thursday after the company reported better-than-expected earnings late Wednesday. Almost every number in Micron’s report was great—revenue, profit, and free cash flow all soared, and the company has locked in a raft of new long-term supply agreements. The only real concern was guidance for its gross margin to drop from 87% in its fiscal fourth quarter to 86.25% in the current quarter. It’s hardly a crisis. The margin is still sky high; even Nvidi

$Micron Technology(MU)$   All Hail Micron (MU) Quarterly Revenue Report ! Europe semiconductor stock rise, as well : ** Shares in German and Austrian semiconductor companies rise in pre-market trading after memory-chip maker Micron Technology MU.O forecast Q1 revenue above estimates and posted a Q4 revenue beat ** A local trader says Micron gave a bullish AI-memory demand outlook, describing the Q4 results as "strong" ** "Sentiment positive for AI-related power and tech names," the trader adds ** Suss MicroTec SMHNn.DE and AT & S ATSV.VI are up 2.5% and 3%, respectively ** Siltronic WAFGn.DE, Aixtron AIXGn.DE and Infineon IFXGn.DE rise between 1.5% and 2% ** Aixtron and Infineon both seen at the top of their

$Micron Technology(MU)$   The Micron Technology share price closed up 3% today, yet the real story sits in the magnitude of the earnings jump rather than the near term pop. Traders chased the move. Long term holders are staring at a very different picture. Quarterly revenue reached US$54.2b and basic earnings per share hit US$33.36, both far above where Micron sat just a few quarters ago. The emotional pull is the sharp move in a high profile semiconductor stock. The fundamental anchor is a memory maker that just reported one of its strongest profit quarters on record. Love Micron Technology's earnings surge but want a wider set of memory and chip plays tied to strong fundamentals instead of short term trading sp

$MU$   $SK hynix(SKHY)$   $Micron Technology(MU)$ Bullish SK Hynix (SKHY) and Micron (MU) Comparison SK Hynix began volume shipments in the second quarter of HBM4 utilizing 1b DRAM and Advanced MR-MUF packaging. Samples of its 48GB, 12-layer HBM4E have been provided to major customers, featuring a single-pin speed of up to 16 Gbps and an energy efficiency improvement of over 20% compared with HBM4, and it is currently in the customer validation stage. Micron's 36GB, 12-layer HBM4 utilizing 1β DRAM has begun volume shipments for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s. HBM4E utilizing 1γ

$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

$Micron Technology(MU)$   Micron Technology MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate.  Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth.  CFO Mark Murphy outlined a specific timeline for utilizing the semicond

$Micron Technology(MU)$   Micron Technology MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate.  Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for utilizing the semiconductor

$Micron Technology(MU)$   Micron Technology MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for utilizing the semiconductor manufa

Micron Technology (MU) : Champion Of Champions MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate.  Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for utilizing the semiconductor manufacturer’s cash reserves as it ended its fiscal year 2026 with $73.48 b

$Micron Technology(MU)$   Micron Technology (MU) In The News Spotlight MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for utilizi

$Micron Technology(MU)$   Micron Technology (MU) : Zenith Stock Of The Year MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for ut

$Micron Technology(MU)$   Micron Technology : The Zenith Stock Of The Year MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for uti

$Micron Technology(MU)$   Micron Technology : The Zenith Stock Of The Year MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for uti

$MU$   Micron Technology (MU) Is The New Zenith Stock To Buy MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific tim

$Micron Technology(MU)$   Micron Technology MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate. Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for utilizing the semiconductor manufa