Happy to be a part of the $Micron Technology(MU)$  growth story! The stunning Q3 results completely vindicate the long-term AI infrastructure super-cycle thesis. They crushed estimates with a record $41.5B in revenue (surging 346% YoY) and gross margins at 84.9% proves that high-bandwidth memory pricing power is ironclad, anchored by $100B in secured take-or-pay contracts. They are the margin king of the world now, maybe except for influencers.

My concern is already on the next quarter's earnings, the expectations will pivot entirely toward high-velocity production scaling. Wall Street will demand proof of sustained HBM4 yield efficiencies and enterprise execution validation as hardware spending ripples from raw memory layers into hyperscaler data center clusters like Oracle and Google.Lastly, let's not forget about upcoming SK Hynix's listing as well, the memory hype is certainly strong.

Also in 2nd half of 2026, the primary market trend will be dictated by major US macro events. The November US Midterm Elections will introduce near-term regulatory noise, while the Federal Reserve’s structural transition into the Warsh era will keep interest rate trajectories data-dependent amidst persistent global supply-side constraints. 

Are you aggressively chasing this momentum super-cycle, or sitting on the sidelines? Personally I will be watching closely at the new inflation data, PCE and midterms and also how China intends to play catch up in the AI race. I doubt we will see another war within the next few months.

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