💰 Micron $MU ‌ surged 16% overnight, $SPCX ‌ to follow or not? What's the logic behind it 🤔?

Guys, this midnight move by Micron is really brutal,

After seeing this data, I was shocked!!

Micron Q3 revenue $41.46 billion, up 346% YoY, net profit $28.24 billion, compared to just $1.9 billion a year ago.

The most outrageous is gross margin hit 84.9% — NVIDIA 75%, Meta 81.9%, all crushed. A memory chip maker earns more than an AI chip maker, can you believe it?

🔥 What's truly explosive is not the numbers, but the business model being completely overturned. Micron signed 16 long-term underwriting contracts, locking in a guaranteed revenue of $100 billion in the future. Customers alone paid $18 billion in deposits.

CEO's words: "Can't see when supply will catch up with demand". HBM capacity sold out through 2030, memory shortage continues until 2028. This is not a cyclical stock, this is collecting rent while lying down.

📊 Let's look at $SPCX , yesterday it hit a high of 160.13 then pulled back to 154.40, exactly stuck below the BOLL middle band at 155.35. RSI6 is only 47.3, a typical post-earnings "good news priced in" consolidation 🌚

MU is already up 14%+ after hours, and SPCX as a tokenized asset, sentiment transmission is just a matter of time.

⚠️ But there is a detail: last quarter Micron's earnings were explosive, but the stock price retraced nearly 30% in a week. Will this script repeat?

Whales have placed short positions around 1200 that haven't been closed. It's normal to have profit-taking pressure in the short term, but with these $100 billion long-term contracts locked until 2030, the fundamentals are completely different from last time.

👀 My view:

The longer SPCX consolidates around 154, the greater the elasticity for an upward breakout. After all, it's Musk's first publicly listed rocket 🐮, watch support at 152-153, hold if not broken.

For MU, 1200 is the new psychological level; once it holds, SPCX will naturally follow.

DYOR. What do you think of this Micron move? Discuss in the comments 👇

Follow Bige, hardcore data no nonsense
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