This is the rumours

Micron Surges 15%! $100B Long-Term Orders Confirm Super-Cycle?

Micron reported record-breaking Q3 results, sending shares up ~15% after hours to $1,200. Total revenue hit a record $41.5B, up 74% QoQ and 346% YoY, with gross margins surging to 84.9% — briefly surpassing Nvidia — marking a fifth consecutive record quarter. The company has secured 16 take-or-pay long-term contracts guaranteeing $100B in minimum revenue, with $18B in cash deposits already collected. Will you chase this memory super-cycle, or does the new high feel too expensive?

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