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

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

Micron is a stock that I will keep buying when it drops more in the next 3 years

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

$Micron Technology(MU)$ 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

Woow time for tryout 

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

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

Yes memory stay long in AI landscape

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

The bulls have been running wild on memory chips for months, fueled by the AI gold rush. But today, a cold bucket of water just hit the market. Citron Research—the short-sellers who love to crash a party—just dropped a bombshell report challenging the entire "Super Cycle" narrative. The result? $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ are bleeding red, and investors are left staring at their screens wondering if the peak is already behind us. The AI Hype vs. The Inventory Reality Citron isn’t just throwing shade; they’re pointing at the numbers. While everyone is obsessed with HBM (High Bandwidth Memory)—the specialized chips powering AI giants like $NVIDIA(NV

$Micron Technology(MU)$  insider start buying 

MU ，go

Yes, the NAND data from TrendForce is extremely bullish, but the key question is whether this is a short squeeze cycle (2025-2026) or a structural supercycle (to 2027+). --- 1. Why NAND prices are exploding now TrendForce recently raised its Q1 2026 NAND price forecast to +85–90% QoQ, driven by a severe supply-demand imbalance.  Key drivers: AI infrastructure demand Hyperscalers are buying massive amounts of enterprise SSDs for AI training and inference.  AI workloads need large vector databases and extremely high-IOPS storage. Capacity shift Memory manufacturers are prioritising enterprise SSD and server products, reducing supply for consumer markets.  Supply discipline NAND demand is projected to grow 20–22% annually while supply rises only ~15–17%, widening the shortage.&