1.28 trillion market cap can't be stopped! $MU earnings report is about to be released, shorts prepare to get squeezed!


After Wednesday's market close, Micron's Q3 earnings report will be released! Market expectations are for EPS to surge nearly 1000% to $20.57, revenue to jump 282% year-over-year to $35.56 billion—With such fundamentals, what can the shorts hold?
HBM capacity sold out for the entire year, gross margin aiming at 81%! Micron's HBM capacity for 2026 has been fully booked by customers, and the company's guidance indicates a gross margin of up to 81%! Bernstein's latest report straightforwardly states: Conventional DRAM prices will rise again in 2027—the storage super cycle has just begun!
Trading strategy:
Buy near the current price, add on dips to 1100-1120
EPS surging over 1000% + gross margin at 81% + options with 17.6% volatility expectation—triple nuclear resonance! #美伊谈判第一轮结束 #特朗普Meme币涨7.9%
MU2.37%
View Original
post-image
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned