πππThe tech investing world witnessed fireworks when
$Micron Technology(MU)$ dropped its incredible earnings report, printing record shattering financial numbers that proved the AI infrastructure is very real. But then the stock market barely blinked.
This muted reaction is quite surprising but the smart money is checking how much runway is left in this AI memory supercycle.
The metric I would be watching closely would be A: HBM Demand and Cloud Hyperscaler Capex Spend. It makes perfect sense to follow the biggest wallets in human history.
This is the absolute holy grail signal. I care about the fact that Big Tech like Microsoft, Amazon & Google are spending hundreds of billions in data center Capex.
HBM is the physical oxygen of AI reasoning. If Tech Titans keep expanding their cloud budgets, Micron's HBMs remain completely sold out through 2027. If Capex stays vertical, the upcycle is bulletproof.
@WallStreet_Tiger @TigerStars @Tiger_comments @Tiger_SG
Micron Technology Reports Strong Q4 Earnings Surpassing Estimates with Positive Market Reaction
Micron Technology announced its Q4 financial results, reporting an EPS of USD 32.87 and adjusted EPS of USD 33.42, both exceeding IBES estimates. The company posted a net income of USD 37,701 million and adjusted net income of USD 38,398 million. Revenue reached USD 54,229 million, surpassing the estimated USD 51,069 million. Following the earnings report, Micron's shares rose by 1% in extended trading, reflecting positive market reaction. The outlook for Q1 is positive, with a projected gross margin of 85.95%, revenue of USD 61,500 million, and adjusted EPS of USD 38.15, all above estimates.
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