My pick: Green (5% to 10%) MU’

My pick: Green (5% to 10%)

MU’s setup is stronger than a simple “beat the quarter” story. Micron’s own Q4 guide was already $50B revenue and $31 EPS, while the market has pushed expectations higher.

The key catalyst is forward visibility. Micron has signed 16 strategic customer agreements, with roughly $22B in cash commitments and many contracts extending through 2030.

That changes the traditional memory-cycle equation: if HBM demand remains tight while long-term contracts protect pricing, earnings could stay elevated longer than the market expects.

My concern is valuation and expectations—MU now needs not just a beat, but strong FY2027 guidance. **I expect a solid reaction, but probably not a >10% blowout.**

@Tiger_Earnings [思考]

Microsoft Surges 3.66% Friday on Reported Massive Data Center Expansion Plans

Microsoft jumped 3.66% Friday, leading large-cap peers, after reports emerged of a sweeping data center expansion initiative that refocused the market on whether Azure can justify the capital outlay. Simultaneously, media citing Michael Burry flagged a coming reckoning for big tech AI — naming Oracle's $664 billion backlog — underscoring lingering uncertainty over AI investment returns. Is Microsoft's latest data center bet an AI-era moat — or the landmine Burry warned about?

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