Micron (MU) reports earnings a

Micron (MU) reports earnings after the bell on June 25, and the setup is electric. The stock has doubled since April’s lows—fueled by AI memory demand, a $200B U.S. investment plan, and record data center DRAM sales. Expectations are sky-high: consensus sees $8.86B in revenue and $1.61 EPS, with options markets pricing in an 8% swing.

Can the rally hold? That depends on two things: execution and guidance. If Micron beats and raises—especially on HBM and AI-related segments—the rally could extend. But with the stock up 100% in just three months, even a solid report might not be enough if forward commentary underwhelms.

Bottom line: this is a “priced for perfection” moment. Bulls need a beat and bullish tone to justify the run. Bears are watching for any cracks in demand or margin outlook. Either way, volatility is almost guaranteed.

AMD on the Move: Still a Buy for Those Who Missed Nvidia?

AMD stock jumps 6% as it will restart M1308 sales to China after US review. Broadcom stock records new high as it takes on Nvidia with its new Tomahawk Ultra chip; Chip stocks is enjoying a good rally, leading by Nvidia boom. If you missed Nvidia, which stocks would you pick? Among AI, auto, and chips in China, which companies are you most bullish on?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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