*Micron Tech just reported $41-To The Moon - Tiger Brokers Online Investing Community - To The Moon

*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳

Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.*

*May 2016: $2.9 Billion*

May 2017: $5.6 Billion

May 2018: $7.9 Billion

May 2019: $4.8 Billion

May 2020: $5.4 Billion

May 2021: $7.4 Billion

May 2022: $8.6 Billion

May 2023: $3.7 Billion

May 2024: $6.8 Billion

May 2025: $9.3 Billion

*May 2026: $41.5 Billion*

That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade.

Micron also expects L2+ and above vehicles to exceed 40% of the vehicle mix by 2030.*Micron Tech also said* its *HBM4 12 high ramp is moving twice as fast* as HBM3E 12 high with *more than $1 Billion in HBM4 revenue already shipped.*

Micron also said *its next gen DRAM* and *NAND nodes remain on track for volume production in the 2nd half of calendar 2027.**Micron Tech expects tight memory conditions to persist beyond calendar 2027* with *no clear line of sight on when supply catches up.*

*Micron Tech* also *has $22 Billion in customer deposits* and *strategic commitments while planning to return 100% of excess cash to shareholders over time.**A year ago Micron Tech was trading at just around $125 a share. Micron is now $1,200.*

Now Micron’s annualized EPS run rate is approaching that same number.

*Micron is only US HBM supplier in a market where supply is scarce, AI demand is exploding* and *US domestic chip capacity matters more than ever.* 🤩 🚀

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?

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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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.\nWill you chase this memory super-cycle, or does the new high feel too expensive?","image":"https://community-static.tradeup.com/news/8b23c042121584ccc8efc0861468a03f"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp;</p>\n<p><br></p>\n<p>Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.*</p>\n<p><br></p>\n<p>*May 2016: $2.9 Billion*</p>\n<p>May 2017: $5.6 Billion</p>\n<p>May 2018: $7.9 Billion</p>\n<p>May 2019: $4.8 Billion</p>\n<p>May 2020: $5.4 Billion</p>\n<p>May 2021: $7.4 Billion</p>\n<p>May 2022: $8.6 Billion</p>\n<p>May 2023: $3.7 Billion</p>\n<p>May 2024: $6.8 Billion</p>\n<p>May 2025: $9.3 Billion</p>\n<p>*May 2026: $41.5 Billion*</p>\n<p><br></p>\n<p>That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade.</p>\n<p><br></p>\n<p>Micron also expects L2+ and above vehicles to exceed 40% of the vehicle mix by 2030.*Micron Tech also said* its *HBM4 12 high ramp is moving twice as fast* as HBM3E 12 high with *more than $1 Billion in HBM4 revenue already shipped.*</p>\n<p><br></p>\n<p>Micron also said *its next gen DRAM* and *NAND nodes remain on track for volume production in the 2nd half of calendar 2027.**Micron Tech expects tight memory conditions to persist beyond calendar 2027* with *no clear line of sight on when supply catches up.*</p>\n<p><br></p>\n<p>*Micron Tech* also *has $22 Billion in customer deposits* and *strategic commitments while planning to return 100% of excess cash to shareholders over time.**A year ago Micron Tech was trading at just around $125 a share. 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Micron also expects L2+ and above vehicles to exceed 40% of the vehicle mix by 2030.*Micron Tech also said* its *HBM4 12 high ramp is moving twice as fast* as HBM3E 12 high with *more than $1 Billion in HBM4 revenue already shipped.* Micron also said *its next gen DRAM* and *NAND nodes remain on track for volume production in the 2nd half of calendar 2027.**Micron Tech expects tight memory conditions to persist beyond calendar 2027* with *no clear line of sight on when supply catches up.* *Micron Tech* also *has $22 Billion in customer deposits* and *strategic commitments while planning to return 100% of excess cash to shareholders over time.**A year ago Micron Tech was trading at just around $125 a share. Micron is now $1,200.* Now Micron’s annualized EPS run rate is approaching that same number. *Micron is only US HBM supplier in a market where supply is scarce, AI demand is exploding* and *US domestic chip capacity matters more than ever.* 🤩 🚀","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/578857266397800","repostId":0,"isVote":1,"tweetType":1,"viewCount":9,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1407,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/578857266397800"}