Micron Beats But Capex Concerns: Would You Add at $400?

With margins hitting 81%, has Micron reached its "cyclical peak" for this AI super-cycle? Is the $10B additional spend for FY2027 a visionary bet on HBM dominance, or a repeat of past oversupply mistakes?

avatarKadentan92
03-20 23:12
Micron is a stock that I will keep buying when it drops more in the next 3 years
avatarBenjamin00w0
03-20 19:34
Woow time for tryout 
avatarValue_investing
03-20 15:17

Blowout Micron Earnings Lift Semis—ETF Opportunity?

After the close on Wednesday, memory giant $Micron Technology(MU)$ released its fiscal Q2 2026 results, covering the three months ending February 26. Compared with analyst expectations, Micron’s Q2 results significantly exceeded forecasts: Among them, Micron’s Q2 revenue reached $23.9 billion, surging 196% year over year and far exceeding analysts’ expectations of $19.7 billion: Micron’s revenue is primarily driven by DRAM (dynamic random-access memory), accounting for nearly 80% of total revenue, while NAND (non-volatile memory) makes up close to 20%: DRAM can be seen as the “short-term memory” of computers and servers, temporarily storing data in use. It is fast, but data is lost when power is cut. NAND is slower, but offers larger capacity and re
Blowout Micron Earnings Lift Semis—ETF Opportunity?
avatarFantasic
03-20 06:27
Yes memory stay long in AI landscape
avatarAntonyGeorge
03-19 18:46
$Micron Technology(MU)$  insider start buying 
avatarIsleigh
03-19 15:16

🧠 Micron at 81% Margins: Peak… or Just the Beginning of the AI Memory Cycle?

🧠 Micron at 81% Margins: Peak… or Just the Beginning of the AI Memory Cycle?
avatar非一般股民
03-19 15:00
MU ,go
avatarTigerong
03-19 10:40
Put it this way, high dividend yield must be accompanied by high quality businesses with a durable competitive advantage. When I look at dividend stocks as a Singapore investor, I often compare businesses that pay dividends that are well secured by a consistent free cash flow. For example, what’s different is dividend growers like Sheng Siong produce free cash flow and pay dividends within its reasonable range.  Despite market cycles, this supermarket giant continues to grow its dividends and earnings year after year. In fact, it’s now earning close to S$150 million in a single year. However, given the intense competition, it’s hard to say whether a high dividend yield is still secured by free cash flow. It’s even harder to beat inflation if a company’s dividends are affected by inten
avatarSG DLC News
03-19 10:32

Micron sinks up to 5% in overnight trading on Earnings; Micron 3x DLCs now trading alongside Palantir, Seatrium, Trip.com DLCs

$Micron Technology(MU)$ fell almost 5% in extended trading shortly after reporting earnings after US market close, even though fiscal Q2 revenue nearly tripled. This came as concerns continued to mount over elevated capital expenditure plans, with the company warning that it will need to spend heavily on production to meet burgeoning demand, overshadowing the upbeat forecast. SG's newly-listed Micron 3x Long and Short DLCs, which begin trading today, are currently tracking and amplifying Micron's overnight market moves. Those anticipating further weakness in Micron may consider the Micron 3x Short DLC, while investors who believe the latest move was an overreaction may look to the Micron 3x Long DLC for potential upside on a rebound. Alongside the M
Micron sinks up to 5% in overnight trading on Earnings; Micron 3x DLCs now trading alongside Palantir, Seatrium, Trip.com DLCs

Palantir, Micron, Seatrium & Trip.com DLCs Start Trading on Thursday 19 March

SG DLCs now offer leverage exposure to new single stocks $TRIP.COM-S(09961)$ , $Seatrium Ltd(5E2.SI)$ , $Palantir Technologies Inc.(PLTR)$ , and $Micron Technology(MU)$ starting tomorrow 19 March. For Trip.com and Seatrium, investors can gain amplified upside exposure using the 5x Long DLCs. For Palantir and Micron, joining recent additions such as Netflix, Broadcom, and AMD, investors can utilise the 3x Long DLC and 3x Short DLC to express both bullish and bearish views on these US names, while also enabling timely responses to market-moving developments during Asian trading hours, when the US market is closed. In mark
Palantir, Micron, Seatrium & Trip.com DLCs Start Trading on Thursday 19 March
avatarHAYD3N3
03-18
Share more please 🙏 
avatarRagz
03-18
MU is feeding the demand for more commotion power especially for AI.  @JohnL  @Jun168  @tommyespada  @Lee Rebecca  @jianguang  @MKTrader  @Subramanyan  @Tiger_Merch  @Success88  @MuchMoreLee  
avatarPatmos
03-18
Yes memory is the new oil Micron is my stock price target $500
The surge in NAND and DRAM prices is real. However, investors should separate short-term earnings momentum from the long-term “supercycle” thesis. --- 1. Why NAND prices are exploding right now Research firm TrendForce recently raised its forecast for NAND flash prices to rise ~85–90% QoQ in 1Q2026, reflecting severe supply shortages and strong enterprise demand.  The key drivers: AI data centres Hyperscalers are buying massive enterprise SSD capacity for training and inference workloads.  Supply discipline Memory makers are limiting capacity expansion and shifting production to higher-margin DRAM and HBM.  Structural shortage Memory suppliers are prioritising AI infrastructure over consumer devices.  This is why Micron, Samsung, and SK Hynix currently have significant

AI Momentum Continues— Time to Position Semiconductor ETFs?

Yesterday, U.S. tech stocks broadly advanced, with the $纳斯达克(.IXIC)$ rising 1.2%. $英伟达(NVDA)$ gained 4% intraday, while $美光科技(MU)$ surged as much as 7%. From an ETF perspective, large-scale semiconductor ETFs delivered relatively steady gains, with $半导体指数ETF-HOLDRs(SMH)$ up 1.70% and $iShares费城交易所半导体ETF(SOXX)$ up 1.96%, reflecting capital flowing back into core names. ETFs with more diversified and mid-to-small-cap exposure showed stronger momentum, with $INVESCO SEMICONDUCTORS ETF(PSI)$ up 3.05%, $Fi
AI Momentum Continues— Time to Position Semiconductor ETFs?

$TSM, $ASML, $AMAT, $MU, $ASX: The 5 Stocks Defining the 2026 Semi Cycle

The market stopped talking about "future potential" a while ago. We're now deep in a massive operational shift. If you're watching the chip space, you need to track three battlefronts: 1.Upstream: The Equipment Bottleneck The 2nm and 1.8nm arms race has equipment giants running full tilt. $Applied Materials(AMAT)$ : The 3nm and 2nm order wave keeps rolling. TSMC expands, AMAT collects—EUV-related revenue projected up 40% this year. $ASML Holding NV(ASML)$ : High-NA EUV (EXE:5000) is the new license to print money. Intel just took delivery of that $350M+ machine. As long as foundries chase "angstrom-class" supremacy, ASML's 50%+ margins are locked in. Japan materials: Japan's JSR just pushed photoresist pr
$TSM, $ASML, $AMAT, $MU, $ASX: The 5 Stocks Defining the 2026 Semi Cycle
to the moon. 500 target price. her we come
avatarMrzorro
03-17
Micron Is Up 350% Over 12 Months. What Its Chart Says Ahead of Earnings Memory-chip designer $Micron Technology(MU)$   has gained some 350% over the past year and beaten the $S&P 500(.SPX)$   in basically every timeframe from one month to five years. Let's check out its fundamentals and technicals as it prepares to report earnings this week. Micron's Fundamental Analysis MU is set to report the fiscal Q2 results after the closing bell Wednesday, with the Street looking for $8.60 in adjusted earnings per share on $19.1 billion of revenue. That would represent a 451.2% gain from the $1.56 in adjusted EPS that Micron reported

Watch Micron (MU) Comment On 48GB 16H Samples Ramp-Up Speed and Qualification For Possible Surge Rally

$Micron Technology(MU)$ is scheduled to report its fiscal Q2 2026 results on Wednesday, March 18, 2026, after the market close. The stock has been a standout performer, fueled by the "memory super-cycle" and the rapid scaling of AI infrastructure. Earnings Expectations & Key Estimates Consensus estimates have been trending upward leading into the report, reflecting high confidence in pricing power and AI demand. Revenue: Projected at approximately $19.1 billion, representing a massive 137% increase year-over-year. Earnings Per Share (EPS): Wall Street expects $8.60 – $8.77, a significant jump from the previous year, with some "whisper" numbers pushing toward $9.19. Gross Margin: Management previously guided for 68% (±1%). Investors will look for
Watch Micron (MU) Comment On 48GB 16H Samples Ramp-Up Speed and Qualification For Possible Surge Rally
avatarShyon
03-16
Heading into earnings, Micron Technology $Micron Technology(MU)$ is one of the stocks I’m watching closely. The narrative around memory is shifting from a traditional commodity cycle to core AI infrastructure. With demand driven by hyperscalers and systems powered by Nvidia $NVIDIA(NVDA)$ , the key question is whether this could become a longer AI-driven cycle. For me, the most important factor will be Micron’s position in the HBM supply chain. If the company confirms solid progress on HBM4 tied to Nvidia’s next-generation platforms, it would strengthen the case that memory pricing power may last longer than past cycles. If I had to pick, I’d lean toward B: Steady Climb (3–10% gain). The AI memory story