Micron crushed it! The earnings report is absolutely legendary.



Just finished reading Micron's latest earnings report, and the only word to describe it is "explosive."

Q4 EPS of $30.73, while market expectations were only $24.67 — directly exceeding by 25%. Revenue guidance of $50B vs market expectations of $42.9B — another massive beat.

The most insane part is the gross margin — 86%! Previously expected at 83.6%. What does that mean? A chip company achieving this gross margin is essentially operating a money-printing machine.

HBM is the ultimate game-changer. The HBM4 12-layer production ramp is faster than HBM3E, with over $102.4B worth of HBM4 already delivered. And official statements clearly say: memory supply is tight and will continue through at least 2027.

In plain words, the demand for AI chips is still halfway up the mountain. As the storage leader, Micron is cashing in on this wave. CapEx is being cranked up to $27B — a bet on the super cycle for the next few years.

One sentence: The bull market for storage has only just begun. #美光科技 #美光 #MU $MU
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HighAmbition
· 4m ago
To The Moon 🌕
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