The real question for $MU on S

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D1ane
09-24 05:47

The real question for $MU on Sept 30 isn’t just whether Micron beats — it’s whether management can prove the memory pricing cycle has become structural. If margins stay elevated, HBM demand remains tight and FY2027 pricing holds up, the trade may no longer need another price spike to work. 👀

# Two-Thirds of Next Year's Capacity Already Sold — Who's Still Shorting Memory?

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gogogoFor
·09-24 06:32
FY2027 pricing is way too far out to underwrite. Q4 HBM ramp and the next margin guide matter more, especially after that capex tweak
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Rosenblatt started SanDisk at Buy, target $2,400, and about two-thirds of its next-year capacity is already contracted; Bernstein puts Samsung's Q3 HBM revenue up 72% QoQ. Bears had their own headlines: Michael Burry added to his Micron short on Acer's supply warning, and Micron's $25B Taiwan fab faces a possible strike — the stock rose anyway. Selling next year's capacity now: locking in profit, or borrowing from the upside?\n\n","image":"https://community-static.tradeup.com/news/c4d4b65daedcd952235a3f085db4d033"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>The real question for $MU on Sept 30 isn’t just whether Micron beats — it’s whether management can prove the memory pricing cycle has become structural. 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