Micron Surges 15%! $100B Long-Term Orders Confirm Super-Cycle?

Micron reported record-breaking Q3 results, sending shares up ~15% after hours to $1,200. Total revenue hit a record $41.5B, up 74% QoQ and 346% YoY, with gross margins surging to 84.9% — briefly surpassing Nvidia — marking a fifth consecutive record quarter. The company has secured 16 take-or-pay long-term contracts guaranteeing $100B in minimum revenue, with $18B in cash deposits already collected. Will you chase this memory super-cycle, or does the new high feel too expensive?

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Tiger_comments

06-24 19:29

Market Waits for Micron to Save the Day? Can AI Pass Its Next Big Test?

$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far. In short, the market is looking for a catalyst to stabilize sentiment. Tonight, Micron faces that test. Micron has become the market's preferred way to verify whether AI spending remains as strong as investors believe. If cloud providers are still aggressively buying HBM, DRAM, and NAND, Micron's results should reveal it more clearly than almost anyone else. The question isn't just whe

Market Waits for Micron to Save the Day? Can AI Pass Its Next Big Test?

Ben Tiger

08:32

*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳 Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th

Ben Tiger

08:31

Ben Tiger

08:30

*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳 Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.* *Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of t

koolgal

05:33

🌟🌟🌟The AI trade needed a hero and $Micron Technology(MU)$ came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%. EPS was USD 25.11, beating by 24%. Gross margins near 85%. This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years. AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle. It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that th

美股投资young

06-24 23:29

Everyone Is Watching MU. I Think The Market Is Missing The Bigger Picture.

All eyes are on Micron's earnings tonight. $美光科技(MU)$ In many ways, the recent volatility across AI hardware stocks has been centered around one company: Micron. Most people still think of Micron as a memory company. I think that's an outdated view. Today, Micron has become one of the most important indicators of the entire AI infrastructure cycle. The market doesn't really care about what happened last quarter. The market cares about what happens next. Tonight, investors are focused on four things: ① Can HBM demand remain supply constrained? ② Are DRAM prices still moving higher? ③ Is AI customer demand slowing? ④ What does management expect for 2026 and 2027? Among those questions, one matters more than all the others: HBM. Because HBM is no longe

Everyone Is Watching MU. I Think The Market Is Missing The Bigger Picture.

TimothyX

06-24 21:54

NVIDIA remains the ultimate AI demand indicator, but its numbers are influenced by product cycles, export restrictions, networking, software, and ecosystem effects. Micron is different. Memory is closer to a pure supply-demand business. Pricing, shipments, inventories, and margins provide a much cleaner view of what is actually happening across the AI infrastructure chain. As the only U.S. company capable of producing DRAM at scale while also participating in HBM and NAND markets, Micron sits at the center of both AI and traditional data-center demand. That makes it one of the best thermometers for the industry.

Cadi Poon

06-24 21:48

WeChats

06-24 21:44

Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't

Jackosen

06-24 21:31

wait for after earning as the stakes are too high.

Shyon

06-24 21:18

I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron, $Western Digital(WDC)$ , $Seagate T

highhand

06-24 20:29

one last time MU is going to boomz and lift the market

Lanceljx

06-24 20:26

Micron can help revive the AI trade if it confirms three things: strong HBM demand, continued DRAM pricing power, and higher forward guidance. A strong report would support the view that AI infrastructure spending remains robust rather than peaking. Among memory beneficiaries, I'd rank them: 1. SK Hynix (HBM leader) 2. Micron (best US-listed AI memory play) 3. Sandisk (highest beta) 4. Western Digital 5. Seagate For new money, I prefer Micron or SK Hynix. The others are more cyclical storage bets. With MU already up ~260% YTD, this earnings report is less about results and more about expectations. Even a beat may not be enough if guidance merely meets lofty forecasts. I'd rather wait for the print. Missing the first 10% of a rally is often preferable to catching a 20% gap-down. If Micron

1PC

06-24 20:26

I believe it will keep on rising to 1167++🚀🚀🚀 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @Shernice 軒嬣 2000

Lanceljx

06-24 20:25

For a long-term investor, I would not treat a 13% pre-earnings drop as an automatic buying signal. I would focus on what the earnings reveal about the memory cycle. Key questions tonight: Are HBM shipments and pricing still accelerating? Is conventional DRAM pricing holding up into the next quarter? Does management raise forward guidance meaningfully? Are gross margins still expanding? If Micron delivers strong numbers but only reiterates guidance, the stock could still fall. Expectations have become extremely high after the sector's run. On the other hand, if management raises revenue and margin forecasts while confirming continued HBM supply tightness into 2027, the 13% decline may look like a healthy reset rather than the start of a larger correction. Risk-reward today feels asymmetric:

LateWizard

06-24 19:14

My prediction will be below 900

zhingle

06-24 19:01

Micron’s 13% Crash Could Become the Biggest Bear Trap of 2026 Micron just suffered its worst day in over a year, falling 13% before earnings. The entire memory sector got destroyed: 📉 MU: -13% 📉 SanDisk: -14% 📉 DRAM ETF: -14% 📉 MUU (2x Long MU): -26% But here’s why I think the market may be getting this wrong. 1️⃣ Fundamentals are still accelerating, not deteriorating. Micron and SK Hynix have already sold out their entire 2026 HBM supply. Demand from AI data centers remains far above supply, and Goldman estimates the DRAM market faces its biggest shortage in 15 years. (TastyLive⁠) 2️⃣ The market is selling because expectations are too high, not because business is weakening. Micron has surged more than 270% this year and briefly crossed a $1 trillion valuation. Investors are taking profi

Kinjal

06-24 18:13

Will $Micron Technology(MU)$ Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure? Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom. With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative. The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6

koolgal

06-24 17:57

🌟🌟🌟Expectations are sky high for $Micron Technology(MU)$ but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal " beat" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone. This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks. Let's hope Micron can light the fuse. @Tiger_comments

nerdbull1669

06-24 17:26

AI Supercycle Litmus Test: Will Micron’s Q3 Print Defy the Sector Pullback?

$Micron Technology(MU)$'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes "litmus test" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the "memory supercycle"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w

AI Supercycle Litmus Test: Will Micron’s Q3 Print Defy the Sector Pullback?

Mrzorro

06-24 16:44

My prediction will be 1188.

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Can AI Pass Its Next Big Test?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far. In short, the market is looking for a catalyst to stabilize sentiment. Tonight, Micron faces that test. Micron has become the market's preferred way to verify whether AI spending remains as strong as investors believe. If cloud providers are still aggressively buying HBM, DRAM, and NAND, Micron's results should reveal it more clearly than almost anyone else. 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Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far. In short, the market is looking for a catalyst to stabilize sentiment. Tonight, Micron faces that test. Micron has become the market's preferred way to verify whether AI spending remains as strong as investors believe. If cloud providers are still aggressively buying HBM, DRAM, and NAND, Micron's results should reveal it more clearly than almost anyone else. The question isn't just whe","images":[{"img":"https://community-static.tradeup.com/news/8bda9d8385b95dfe72ad662bed953a29"}],"top":2,"highlighted":2,"essential":2,"paper":2,"likeSize":63,"commentSize":19,"repostSize":1,"link":"https://ttm.financial/post/578665229522120","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. 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Micron delivered USD 41.46 billion revenue, beating estimates by 18%. EPS was USD 25.11, beating by 24%. Gross margins near 85%. This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years. AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle. It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that the AI rally had peaked. Micron has flipped the script and is certainly a hero today. @Tiger_comments @TigerStars @Tiger_SG","text":"🌟🌟🌟The AI trade needed a hero and $Micron Technology(MU)$ came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%. EPS was USD 25.11, beating by 24%. Gross margins near 85%. 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Micron also confirmed that HBM and DRAM supply is essentially sold out for years. AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle. It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that the AI rally had peaked. Micron has flipped the script and is certainly a hero today. @Tiger_comments @TigerStars @Tiger_SG"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578857336746984,"gmtCreate":1782347526462,"gmtModify":1782354662463,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574880411812374","authorIdStr":"3574880411812374"},"themes":[],"title":"","htmlText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","listText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","text":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳 Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578857336746984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578857266397800,"gmtCreate":1782347460558,"gmtModify":1782354662290,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574880411812374","authorIdStr":"3574880411812374"},"themes":[],"title":"","htmlText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","listText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","text":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳 Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578857266397800","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578857109312400,"gmtCreate":1782347408305,"gmtModify":1782354661269,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574880411812374","authorIdStr":"3574880411812374"},"themes":[],"title":"","htmlText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.* *Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of t","listText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.* *Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of t","text":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳 Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.* *Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578857109312400","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578813356479320,"gmtCreate":1782336824857,"gmtModify":1782336941736,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟The AI trade needed a hero and <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%.&nbsp; EPS was USD 25.11, beating by 24%.&nbsp; Gross margins near 85%.&nbsp; This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years.&nbsp; AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle.&nbsp; It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that th","listText":"🌟🌟🌟The AI trade needed a hero and <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%.&nbsp; EPS was USD 25.11, beating by 24%.&nbsp; Gross margins near 85%.&nbsp; This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years.&nbsp; AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle.&nbsp; It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that th","text":"🌟🌟🌟The AI trade needed a hero and $Micron Technology(MU)$ came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%. EPS was USD 25.11, beating by 24%. Gross margins near 85%. This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years. AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle. It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that th","images":[{"img":"https://community-static.tradeup.com/news/444310ebb4925104a3e0502c6698583c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":20,"link":"https://ttm.financial/post/578813356479320","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578724426498696,"gmtCreate":1782314947912,"gmtModify":1782319997460,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"美股投资young","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4245312935821372","authorIdStr":"4245312935821372"},"themes":[],"title":"Everyone Is Watching MU. I Think The Market Is Missing The Bigger Picture.","htmlText":"All eyes are on Micron's earnings tonight. <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> In many ways, the recent volatility across AI hardware stocks has been centered around one company: Micron. Most people still think of Micron as a memory company. I think that's an outdated view. Today, Micron has become one of the most important indicators of the entire AI infrastructure cycle. The market doesn't really care about what happened last quarter. The market cares about what happens next. Tonight, investors are focused on four things: ① Can HBM demand remain supply constrained? ② Are DRAM prices still moving higher? ③ Is AI customer demand slowing? ④ What does management expect for 2026 and 2027? Among those questions, one matters more than all the others: HBM. Because HBM is no longe","listText":"All eyes are on Micron's earnings tonight. <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> In many ways, the recent volatility across AI hardware stocks has been centered around one company: Micron. Most people still think of Micron as a memory company. I think that's an outdated view. Today, Micron has become one of the most important indicators of the entire AI infrastructure cycle. The market doesn't really care about what happened last quarter. The market cares about what happens next. Tonight, investors are focused on four things: ① Can HBM demand remain supply constrained? ② Are DRAM prices still moving higher? ③ Is AI customer demand slowing? ④ What does management expect for 2026 and 2027? Among those questions, one matters more than all the others: HBM. Because HBM is no longe","text":"All eyes are on Micron's earnings tonight. $美光科技(MU)$ In many ways, the recent volatility across AI hardware stocks has been centered around one company: Micron. Most people still think of Micron as a memory company. I think that's an outdated view. Today, Micron has become one of the most important indicators of the entire AI infrastructure cycle. The market doesn't really care about what happened last quarter. The market cares about what happens next. Tonight, investors are focused on four things: ① Can HBM demand remain supply constrained? ② Are DRAM prices still moving higher? ③ Is AI customer demand slowing? ④ What does management expect for 2026 and 2027? Among those questions, one matters more than all the others: HBM. Because HBM is no longe","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578724426498696","isVote":2,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5482,"gmtBegin":1782314947910,"gmtEnd":1782919706076,"type":1,"upper":1,"title":"after market mu","choices":[{"id":18975,"sort":1,"name":"up 10%","userSize":19,"voted":false},{"id":18976,"sort":2,"name":"up 5%","userSize":6,"voted":false},{"id":18977,"sort":3,"name":"dowm 10%","userSize":8,"voted":false},{"id":18978,"sort":4,"name":"dowm 5%","userSize":5,"voted":false}]},"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578700583457896,"gmtCreate":1782309278932,"gmtModify":1782309648327,"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143001014413252","authorIdStr":"4143001014413252"},"themes":[],"title":"","htmlText":"NVIDIA remains the ultimate AI demand indicator, but its numbers are influenced by product cycles, export restrictions, networking, software, and ecosystem effects. Micron is different. Memory is closer to a pure supply-demand business. Pricing, shipments, inventories, and margins provide a much cleaner view of what is actually happening across the AI infrastructure chain. As the only U.S. company capable of producing DRAM at scale while also participating in HBM and NAND markets, Micron sits at the center of both AI and traditional data-center demand. That makes it one of the best thermometers for the industry.","listText":"NVIDIA remains the ultimate AI demand indicator, but its numbers are influenced by product cycles, export restrictions, networking, software, and ecosystem effects. Micron is different. Memory is closer to a pure supply-demand business. Pricing, shipments, inventories, and margins provide a much cleaner view of what is actually happening across the AI infrastructure chain. As the only U.S. company capable of producing DRAM at scale while also participating in HBM and NAND markets, Micron sits at the center of both AI and traditional data-center demand. That makes it one of the best thermometers for the industry.","text":"NVIDIA remains the ultimate AI demand indicator, but its numbers are influenced by product cycles, export restrictions, networking, software, and ecosystem effects. Micron is different. Memory is closer to a pure supply-demand business. Pricing, shipments, inventories, and margins provide a much cleaner view of what is actually happening across the AI infrastructure chain. As the only U.S. company capable of producing DRAM at scale while also participating in HBM and NAND markets, Micron sits at the center of both AI and traditional data-center demand. That makes it one of the best thermometers for the industry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578700583457896","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578699627041248,"gmtCreate":1782308891868,"gmtModify":1782308895512,"author":{"id":"4144844151777102","authorId":"4144844151777102","name":"Cadi Poon","avatar":"https://community-static.tradeup.com/news/c61260ad7946980c4c2c1b47d8284c1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144844151777102","authorIdStr":"4144844151777102"},"themes":[],"title":"","htmlText":"$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far.","listText":"$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far.","text":"$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578699627041248","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578698627990424,"gmtCreate":1782308683261,"gmtModify":1782309619482,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"title":"","htmlText":"Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't","listText":"Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't","text":"Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't","images":[{"img":"https://community-static.tradeup.com/news/cd637521652c9307b7abb5d78e81c201","width":"688","height":"1532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578698627990424","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578694844269784,"gmtCreate":1782307861622,"gmtModify":1782307864539,"author":{"id":"3581544848503089","authorId":"3581544848503089","name":"Jackosen","avatar":"https://static.tigerbbs.com/89f363319ae263a7271cb94a537d8d68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581544848503089","authorIdStr":"3581544848503089"},"themes":[],"title":"","htmlText":"wait for after earning as the stakes are too high.","listText":"wait for after earning as the stakes are too high.","text":"wait for after earning as the stakes are too high.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/578694844269784","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580611059508133","authorId":"3580611059508133","name":"WGuertena","avatar":"https://static.tigerbbs.com/07d3ed4064329e17d318ef269f1f0030","crmLevel":12,"crmLevelSwitch":1,"idStr":"3580611059508133","authorIdStr":"3580611059508133"},"content":"Agreed, best option when risk outweighs reward is to do nothing [Happy]","text":"Agreed, best option when risk outweighs reward is to do nothing [Happy]","html":"Agreed, best option when risk outweighs reward is to do nothing [Happy]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578691650290872,"gmtCreate":1782307122339,"gmtModify":1782307252869,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I’m staying cautious ahead of<a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a> earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron,<a href=\"https://ttm.financial/S/WDC\"> $Western Digital(WDC)$ </a>, <a href=\"https://ttm.financial/S/STX\"> $Seagate T</a>","listText":"I’m staying cautious ahead of<a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a> earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron,<a href=\"https://ttm.financial/S/WDC\"> $Western Digital(WDC)$ </a>, <a href=\"https://ttm.financial/S/STX\"> $Seagate T</a>","text":"I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron, $Western Digital(WDC)$ , $Seagate T","images":[{"img":"https://community-static.tradeup.com/news/845a4736f1577f53ab8dc7e71db26a45"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/578691650290872","isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578679612481568,"gmtCreate":1782304194832,"gmtModify":1782304197789,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"themes":[],"title":"","htmlText":"one last time MU is going to boomz and lift the market","listText":"one last time MU is going to boomz and lift the market","text":"one last time MU is going to boomz and lift the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578679612481568","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578679170085200,"gmtCreate":1782304000318,"gmtModify":1782305736588,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"Micron can help revive the AI trade if it confirms three things: strong HBM demand, continued DRAM pricing power, and higher forward guidance. A strong report would support the view that AI infrastructure spending remains robust rather than peaking. Among memory beneficiaries, I'd rank them: 1. SK Hynix (HBM leader) 2. Micron (best US-listed AI memory play) 3. Sandisk (highest beta) 4. Western Digital 5. Seagate For new money, I prefer Micron or SK Hynix. The others are more cyclical storage bets. With MU already up ~260% YTD, this earnings report is less about results and more about expectations. Even a beat may not be enough if guidance merely meets lofty forecasts. I'd rather wait for the print. Missing the first 10% of a rally is often preferable to catching a 20% gap-down. If Micron","listText":"Micron can help revive the AI trade if it confirms three things: strong HBM demand, continued DRAM pricing power, and higher forward guidance. A strong report would support the view that AI infrastructure spending remains robust rather than peaking. Among memory beneficiaries, I'd rank them: 1. SK Hynix (HBM leader) 2. Micron (best US-listed AI memory play) 3. Sandisk (highest beta) 4. Western Digital 5. Seagate For new money, I prefer Micron or SK Hynix. The others are more cyclical storage bets. With MU already up ~260% YTD, this earnings report is less about results and more about expectations. Even a beat may not be enough if guidance merely meets lofty forecasts. I'd rather wait for the print. Missing the first 10% of a rally is often preferable to catching a 20% gap-down. If Micron","text":"Micron can help revive the AI trade if it confirms three things: strong HBM demand, continued DRAM pricing power, and higher forward guidance. A strong report would support the view that AI infrastructure spending remains robust rather than peaking. Among memory beneficiaries, I'd rank them: 1. SK Hynix (HBM leader) 2. Micron (best US-listed AI memory play) 3. Sandisk (highest beta) 4. Western Digital 5. Seagate For new money, I prefer Micron or SK Hynix. The others are more cyclical storage bets. With MU already up ~260% YTD, this earnings report is less about results and more about expectations. Even a beat may not be enough if guidance merely meets lofty forecasts. I'd rather wait for the print. Missing the first 10% of a rally is often preferable to catching a 20% gap-down. If Micron","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578679170085200","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578679516811264,"gmtCreate":1782303976976,"gmtModify":1782303980167,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"themes":[],"title":"","htmlText":"I believe it will keep on rising to 1167++🚀🚀🚀<a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @</a><a href=\"https://ttm.financial/U/3560184106659134\">Shernice</a><a href=\"https://ttm.financial/U/3560184106659134\">軒嬣 2000 </a>","listText":"I believe it will keep on rising to 1167++🚀🚀🚀<a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @</a><a href=\"https://ttm.financial/U/3560184106659134\">Shernice</a><a href=\"https://ttm.financial/U/3560184106659134\">軒嬣 2000 </a>","text":"I believe it will keep on rising to 1167++🚀🚀🚀 @DiAngel @Aqa @Shyon @koolgal @JC888 @Barcode @Shernice軒嬣 2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578679516811264","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578679028466576,"gmtCreate":1782303931536,"gmtModify":1782305727585,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"For a long-term investor, I would not treat a 13% pre-earnings drop as an automatic buying signal. I would focus on what the earnings reveal about the memory cycle. Key questions tonight: Are HBM shipments and pricing still accelerating? Is conventional DRAM pricing holding up into the next quarter? Does management raise forward guidance meaningfully? Are gross margins still expanding? If Micron delivers strong numbers but only reiterates guidance, the stock could still fall. Expectations have become extremely high after the sector's run. On the other hand, if management raises revenue and margin forecasts while confirming continued HBM supply tightness into 2027, the 13% decline may look like a healthy reset rather than the start of a larger correction. Risk-reward today feels asymmetric:","listText":"For a long-term investor, I would not treat a 13% pre-earnings drop as an automatic buying signal. I would focus on what the earnings reveal about the memory cycle. Key questions tonight: Are HBM shipments and pricing still accelerating? Is conventional DRAM pricing holding up into the next quarter? Does management raise forward guidance meaningfully? Are gross margins still expanding? If Micron delivers strong numbers but only reiterates guidance, the stock could still fall. Expectations have become extremely high after the sector's run. On the other hand, if management raises revenue and margin forecasts while confirming continued HBM supply tightness into 2027, the 13% decline may look like a healthy reset rather than the start of a larger correction. Risk-reward today feels asymmetric:","text":"For a long-term investor, I would not treat a 13% pre-earnings drop as an automatic buying signal. I would focus on what the earnings reveal about the memory cycle. Key questions tonight: Are HBM shipments and pricing still accelerating? Is conventional DRAM pricing holding up into the next quarter? Does management raise forward guidance meaningfully? Are gross margins still expanding? If Micron delivers strong numbers but only reiterates guidance, the stock could still fall. Expectations have become extremely high after the sector's run. On the other hand, if management raises revenue and margin forecasts while confirming continued HBM supply tightness into 2027, the 13% decline may look like a healthy reset rather than the start of a larger correction. Risk-reward today feels asymmetric:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578679028466576","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578661511849248,"gmtCreate":1782299653510,"gmtModify":1782299656403,"author":{"id":"3576797853255359","authorId":"3576797853255359","name":"LateWizard","avatar":"https://static.tigerbbs.com/2623f0ebfedf9dedaf6b68dc8fe2f4b8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576797853255359","authorIdStr":"3576797853255359"},"themes":[],"title":"","htmlText":"My prediction will be below 900","listText":"My prediction will be below 900","text":"My prediction will be below 900","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578661511849248","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578658739360112,"gmtCreate":1782298908356,"gmtModify":1782299195365,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572753591805453","authorIdStr":"3572753591805453"},"themes":[],"title":"","htmlText":"Micron’s 13% Crash Could Become the Biggest Bear Trap of 2026 Micron just suffered its worst day in over a year, falling 13% before earnings. The entire memory sector got destroyed: 📉 MU: -13% 📉 SanDisk: -14% 📉 DRAM ETF: -14% 📉 MUU (2x Long MU): -26% But here’s why I think the market may be getting this wrong. 1️⃣ Fundamentals are still accelerating, not deteriorating. Micron and SK Hynix have already sold out their entire 2026 HBM supply. Demand from AI data centers remains far above supply, and Goldman estimates the DRAM market faces its biggest shortage in 15 years. (TastyLive⁠) 2️⃣ The market is selling because expectations are too high, not because business is weakening. Micron has surged more than 270% this year and briefly crossed a $1 trillion valuation. Investors are taking profi","listText":"Micron’s 13% Crash Could Become the Biggest Bear Trap of 2026 Micron just suffered its worst day in over a year, falling 13% before earnings. The entire memory sector got destroyed: 📉 MU: -13% 📉 SanDisk: -14% 📉 DRAM ETF: -14% 📉 MUU (2x Long MU): -26% But here’s why I think the market may be getting this wrong. 1️⃣ Fundamentals are still accelerating, not deteriorating. Micron and SK Hynix have already sold out their entire 2026 HBM supply. Demand from AI data centers remains far above supply, and Goldman estimates the DRAM market faces its biggest shortage in 15 years. (TastyLive⁠) 2️⃣ The market is selling because expectations are too high, not because business is weakening. Micron has surged more than 270% this year and briefly crossed a $1 trillion valuation. Investors are taking profi","text":"Micron’s 13% Crash Could Become the Biggest Bear Trap of 2026 Micron just suffered its worst day in over a year, falling 13% before earnings. The entire memory sector got destroyed: 📉 MU: -13% 📉 SanDisk: -14% 📉 DRAM ETF: -14% 📉 MUU (2x Long MU): -26% But here’s why I think the market may be getting this wrong. 1️⃣ Fundamentals are still accelerating, not deteriorating. Micron and SK Hynix have already sold out their entire 2026 HBM supply. Demand from AI data centers remains far above supply, and Goldman estimates the DRAM market faces its biggest shortage in 15 years. (TastyLive⁠) 2️⃣ The market is selling because expectations are too high, not because business is weakening. Micron has surged more than 270% this year and briefly crossed a $1 trillion valuation. Investors are taking profi","images":[{"img":"https://community-static.tradeup.com/news/9739c54cbab6957f1923ac3ad323b6f9","width":"1179","height":"892"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578658739360112","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578646607176088,"gmtCreate":1782296016132,"gmtModify":1782298260023,"author":{"id":"4150234571389702","authorId":"4150234571389702","name":"Kinjal","avatar":"https://community-static.tradeup.com/news/c66836c5ae140b29a509d32e88ded5e8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150234571389702","authorIdStr":"4150234571389702"},"themes":[],"title":"","htmlText":"Will&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom.&nbsp; With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6","listText":"Will&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom.&nbsp; With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6","text":"Will $Micron Technology(MU)$ Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom. With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578646607176088","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578642802324432,"gmtCreate":1782295058321,"gmtModify":1782295063851,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟Expectations are sky high for <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone.&nbsp; This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks.&nbsp; Let's hope Micron can light the fuse. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","listText":"🌟🌟🌟Expectations are sky high for <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone.&nbsp; This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks.&nbsp; Let's hope Micron can light the fuse. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","text":"🌟🌟🌟Expectations are sky high for $Micron Technology(MU)$ but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone. This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks. Let's hope Micron can light the fuse. @Tiger_comments","images":[{"img":"https://community-static.tradeup.com/news/e183c011f03e2b0416ff34c64570ca76"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":24,"link":"https://ttm.financial/post/578642802324432","isVote":1,"tweetType":1,"viewCount":2306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578634673726560,"gmtCreate":1782293189671,"gmtModify":1782301884967,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"AI Supercycle Litmus Test: Will Micron’s Q3 Print Defy the Sector Pullback?","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes \"litmus test\" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the \"memory supercycle\"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes \"litmus test\" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the \"memory supercycle\"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w","text":"$Micron Technology(MU)$'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes \"litmus test\" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the \"memory supercycle\"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w","images":[{"img":"https://community-static.tradeup.com/news/8f240f504b23573f32cf1972712e9fd5","width":"1272","height":"703"},{"img":"https://community-static.tradeup.com/news/66f3d3b036dc7d60d890f1ec54cfbaf7","width":"902","height":"507"},{"img":"https://community-static.tradeup.com/news/cfb1b44b4e92689866042bfc58d288c6","width":"1459","height":"501"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":67,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/578634673726560","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":578624914506632,"gmtCreate":1782290685099,"gmtModify":1782290687987,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"title":"","htmlText":"My prediction will be 1188.","listText":"My prediction will be 1188.","text":"My prediction will be 1188.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/578624914506632","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576294284380026","authorId":"3576294284380026","name":"Ascendance Wealth Management","avatar":"https://community-static.tradeup.com/news/ae341c78a02e28f10cfdf45f137f2ce9","crmLevel":8,"crmLevelSwitch":1,"idStr":"3576294284380026","authorIdStr":"3576294284380026"},"content":"my prediction is $1888 after tonight","text":"my prediction is $1888 after tonight","html":"my prediction is $1888 after tonight"}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":578857336746984,"gmtCreate":1782347526462,"gmtModify":1782354662463,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574880411812374","authorIdStr":"3574880411812374"},"themes":[],"title":"","htmlText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","listText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","text":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳 Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578857336746984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578857266397800,"gmtCreate":1782347460558,"gmtModify":1782354662290,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574880411812374","authorIdStr":"3574880411812374"},"themes":[],"title":"","htmlText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","listText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","text":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳 Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.**Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of th","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578857266397800","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578857109312400,"gmtCreate":1782347408305,"gmtModify":1782354661269,"author":{"id":"3574880411812374","authorId":"3574880411812374","name":"Ben Tiger","avatar":"https://community-static.tradeup.com/news/7b6824c9f26552149f79596c895fc87a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574880411812374","authorIdStr":"3574880411812374"},"themes":[],"title":"","htmlText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.* *Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of t","listText":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳&nbsp; Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.* *Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of t","text":"*Micron Tech just reported $41.5 Billion in Quarterly Revenue* 😳 Below 👇 is *how much revenue Micron Technology has brought in during the May quarter every year over the last 10 years.* *May 2016: $2.9 Billion* May 2017: $5.6 Billion May 2018: $7.9 Billion May 2019: $4.8 Billion May 2020: $5.4 Billion May 2021: $7.4 Billion May 2022: $8.6 Billion May 2023: $3.7 Billion May 2024: $6.8 Billion May 2025: $9.3 Billion *May 2026: $41.5 Billion* That is *a 4.5x increase year over year and more than the previous four May quarters combined.* *Micron Tech CEO said humanoid robots carry 10x more memory* than the average L2+ vehicle *setting up what Micron Tech expects to be a substantial multi decade demand cycle* later this decade. Micron also expects L2+ and above vehicles to exceed 40% of t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578857109312400","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578665229522120,"gmtCreate":1782300553358,"gmtModify":1782308400125,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Market Waits for Micron to Save the Day? Can AI Pass Its Next Big Test?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far. In short, the market is looking for a catalyst to stabilize sentiment. Tonight, Micron faces that test. Micron has become the market's preferred way to verify whether AI spending remains as strong as investors believe. If cloud providers are still aggressively buying HBM, DRAM, and NAND, Micron's results should reveal it more clearly than almost anyone else. The question isn't just whe","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far. In short, the market is looking for a catalyst to stabilize sentiment. Tonight, Micron faces that test. Micron has become the market's preferred way to verify whether AI spending remains as strong as investors believe. If cloud providers are still aggressively buying HBM, DRAM, and NAND, Micron's results should reveal it more clearly than almost anyone else. The question isn't just whe","text":"$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far. In short, the market is looking for a catalyst to stabilize sentiment. Tonight, Micron faces that test. Micron has become the market's preferred way to verify whether AI spending remains as strong as investors believe. If cloud providers are still aggressively buying HBM, DRAM, and NAND, Micron's results should reveal it more clearly than almost anyone else. The question isn't just whe","images":[{"img":"https://community-static.tradeup.com/news/8bda9d8385b95dfe72ad662bed953a29"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":63,"commentSize":19,"repostSize":1,"link":"https://ttm.financial/post/578665229522120","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron, $Western Digital(WDC)$ , $Seagate Technology PLC(STX)$ , and $SanDisk Corp.(SNDK)$ , I still prefer Micron because of its direct exposure to AI memory demand. I’m not adding before earnings, but I would consider buying more if post-earnings volatility creates a better long-term entry point. @Tiger_comments @TigerClub @TigerStars","text":"I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron, $Western Digital(WDC)$ , $Seagate Technology PLC(STX)$ , and $SanDisk Corp.(SNDK)$ , I still prefer Micron because of its direct exposure to AI memory demand. I’m not adding before earnings, but I would consider buying more if post-earnings volatility creates a better long-term entry point. @Tiger_comments @TigerClub @TigerStars","html":"I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron, $Western Digital(WDC)$ , $Seagate Technology PLC(STX)$ , and $SanDisk Corp.(SNDK)$ , I still prefer Micron because of its direct exposure to AI memory demand. I’m not adding before earnings, but I would consider buying more if post-earnings volatility creates a better long-term entry point. @Tiger_comments @TigerClub @TigerStars"},{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"🌟🌟🌟The AI trade needed a hero and $Micron Technology(MU)$ came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%. EPS was USD 25.11, beating by 24%. Gross margins near 85%. This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years. AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle. It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that the AI rally had peaked. Micron has flipped the script and is certainly a hero today. @Tiger_comments @TigerStars @Tiger_SG","text":"🌟🌟🌟The AI trade needed a hero and $Micron Technology(MU)$ came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%. EPS was USD 25.11, beating by 24%. Gross margins near 85%. This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years. AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle. It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that the AI rally had peaked. Micron has flipped the script and is certainly a hero today. @Tiger_comments @TigerStars @Tiger_SG","html":"🌟🌟🌟The AI trade needed a hero and $Micron Technology(MU)$ came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%. EPS was USD 25.11, beating by 24%. Gross margins near 85%. This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years. AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle. It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that the AI rally had peaked. Micron has flipped the script and is certainly a hero today. @Tiger_comments @TigerStars @Tiger_SG"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578698627990424,"gmtCreate":1782308683261,"gmtModify":1782309619482,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"title":"","htmlText":"Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't","listText":"Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't","text":"Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't","images":[{"img":"https://community-static.tradeup.com/news/cd637521652c9307b7abb5d78e81c201","width":"688","height":"1532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578698627990424","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578634673726560,"gmtCreate":1782293189671,"gmtModify":1782301884967,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"AI Supercycle Litmus Test: Will Micron’s Q3 Print Defy the Sector Pullback?","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes \"litmus test\" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the \"memory supercycle\"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes \"litmus test\" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the \"memory supercycle\"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w","text":"$Micron Technology(MU)$'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes \"litmus test\" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the \"memory supercycle\"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w","images":[{"img":"https://community-static.tradeup.com/news/8f240f504b23573f32cf1972712e9fd5","width":"1272","height":"703"},{"img":"https://community-static.tradeup.com/news/66f3d3b036dc7d60d890f1ec54cfbaf7","width":"902","height":"507"},{"img":"https://community-static.tradeup.com/news/cfb1b44b4e92689866042bfc58d288c6","width":"1459","height":"501"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":67,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/578634673726560","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":578724426498696,"gmtCreate":1782314947912,"gmtModify":1782319997460,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"美股投资young","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4245312935821372","authorIdStr":"4245312935821372"},"themes":[],"title":"Everyone Is Watching MU. I Think The Market Is Missing The Bigger Picture.","htmlText":"All eyes are on Micron's earnings tonight. <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> In many ways, the recent volatility across AI hardware stocks has been centered around one company: Micron. Most people still think of Micron as a memory company. I think that's an outdated view. Today, Micron has become one of the most important indicators of the entire AI infrastructure cycle. The market doesn't really care about what happened last quarter. The market cares about what happens next. Tonight, investors are focused on four things: ① Can HBM demand remain supply constrained? ② Are DRAM prices still moving higher? ③ Is AI customer demand slowing? ④ What does management expect for 2026 and 2027? Among those questions, one matters more than all the others: HBM. Because HBM is no longe","listText":"All eyes are on Micron's earnings tonight. <a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> In many ways, the recent volatility across AI hardware stocks has been centered around one company: Micron. Most people still think of Micron as a memory company. I think that's an outdated view. Today, Micron has become one of the most important indicators of the entire AI infrastructure cycle. The market doesn't really care about what happened last quarter. The market cares about what happens next. Tonight, investors are focused on four things: ① Can HBM demand remain supply constrained? ② Are DRAM prices still moving higher? ③ Is AI customer demand slowing? ④ What does management expect for 2026 and 2027? Among those questions, one matters more than all the others: HBM. Because HBM is no longe","text":"All eyes are on Micron's earnings tonight. $美光科技(MU)$ In many ways, the recent volatility across AI hardware stocks has been centered around one company: Micron. Most people still think of Micron as a memory company. I think that's an outdated view. Today, Micron has become one of the most important indicators of the entire AI infrastructure cycle. The market doesn't really care about what happened last quarter. The market cares about what happens next. Tonight, investors are focused on four things: ① Can HBM demand remain supply constrained? ② Are DRAM prices still moving higher? ③ Is AI customer demand slowing? ④ What does management expect for 2026 and 2027? Among those questions, one matters more than all the others: HBM. Because HBM is no longe","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578724426498696","isVote":2,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5482,"gmtBegin":1782314947910,"gmtEnd":1782919706076,"type":1,"upper":1,"title":"after market mu","choices":[{"id":18975,"sort":1,"name":"up 10%","userSize":19,"voted":false},{"id":18976,"sort":2,"name":"up 5%","userSize":6,"voted":false},{"id":18977,"sort":3,"name":"dowm 10%","userSize":8,"voted":false},{"id":18978,"sort":4,"name":"dowm 5%","userSize":5,"voted":false}]},"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578646607176088,"gmtCreate":1782296016132,"gmtModify":1782298260023,"author":{"id":"4150234571389702","authorId":"4150234571389702","name":"Kinjal","avatar":"https://community-static.tradeup.com/news/c66836c5ae140b29a509d32e88ded5e8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150234571389702","authorIdStr":"4150234571389702"},"themes":[],"title":"","htmlText":"Will&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom.&nbsp; With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6","listText":"Will&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom.&nbsp; With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6","text":"Will $Micron Technology(MU)$ Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom. With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578646607176088","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578813356479320,"gmtCreate":1782336824857,"gmtModify":1782336941736,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟The AI trade needed a hero and <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%.&nbsp; EPS was USD 25.11, beating by 24%.&nbsp; Gross margins near 85%.&nbsp; This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years.&nbsp; AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle.&nbsp; It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that th","listText":"🌟🌟🌟The AI trade needed a hero and <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%.&nbsp; EPS was USD 25.11, beating by 24%.&nbsp; Gross margins near 85%.&nbsp; This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years.&nbsp; AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle.&nbsp; It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that th","text":"🌟🌟🌟The AI trade needed a hero and $Micron Technology(MU)$ came to its rescue with today's stunning earnings report. Micron delivered USD 41.46 billion revenue, beating estimates by 18%. EPS was USD 25.11, beating by 24%. Gross margins near 85%. This is the highest on record. AI memory is the new bottleneck and High Bandwidth Memory or HBM is the lifeblood of AI accelerators. Micron also confirmed that HBM and DRAM supply is essentially sold out for years. AI customers are locking in multi year contracts worth USD 100 billion minimum revenue commitments. This is the opposite of a boom bust cycle. It is in actual fact a structural scarcity. Before the earnings, the entire AI sector was wobbling as investors fear that th","images":[{"img":"https://community-static.tradeup.com/news/444310ebb4925104a3e0502c6698583c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":20,"link":"https://ttm.financial/post/578813356479320","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578581407985688,"gmtCreate":1782280012454,"gmtModify":1782300000409,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction] How will MU close after its earnings report?","htmlText":"Click to vote! <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> will report its fiscal Q3 2026 earnings after the U.S. market closes on Wednesday. As one of the biggest winners in the AI memory trade, Micron’s earnings could set the tone for memory stocks and the broader AI hardware chain. Wall Street expects Micron to report revenue of around $34.66 billion and adjusted EPS of about $20, compared with $1.91 in the same quarter last year. Micron’s own guidance is revenue of $33.5 billion, plus or minus $750 million, and non-GAAP EPS of $19.15, plus or minus $0.40. Gross margin is expected to be around 81%, which would be a record high for the company. Micron has had a massive run over the past year, driven by strong demand for HBM and DRAM from AI data cente","listText":"Click to vote! <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> will report its fiscal Q3 2026 earnings after the U.S. market closes on Wednesday. As one of the biggest winners in the AI memory trade, Micron’s earnings could set the tone for memory stocks and the broader AI hardware chain. Wall Street expects Micron to report revenue of around $34.66 billion and adjusted EPS of about $20, compared with $1.91 in the same quarter last year. Micron’s own guidance is revenue of $33.5 billion, plus or minus $750 million, and non-GAAP EPS of $19.15, plus or minus $0.40. Gross margin is expected to be around 81%, which would be a record high for the company. Micron has had a massive run over the past year, driven by strong demand for HBM and DRAM from AI data cente","text":"Click to vote! $Micron Technology(MU)$ will report its fiscal Q3 2026 earnings after the U.S. market closes on Wednesday. As one of the biggest winners in the AI memory trade, Micron’s earnings could set the tone for memory stocks and the broader AI hardware chain. Wall Street expects Micron to report revenue of around $34.66 billion and adjusted EPS of about $20, compared with $1.91 in the same quarter last year. Micron’s own guidance is revenue of $33.5 billion, plus or minus $750 million, and non-GAAP EPS of $19.15, plus or minus $0.40. Gross margin is expected to be around 81%, which would be a record high for the company. Micron has had a massive run over the past year, driven by strong demand for HBM and DRAM from AI data cente","images":[{"img":"https://community-static.tradeup.com/news/3b3fce91fa30b7eb231d7a06212f7dff","width":"1254","height":"1254"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":79,"commentSize":13,"repostSize":8,"link":"https://ttm.financial/post/578581407985688","isVote":1,"tweetType":1,"viewCount":2421,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209509375264322","authorId":"4209509375264322","name":"這是甚麼東西","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"idStr":"4209509375264322","authorIdStr":"4209509375264322"},"content":"Post-Earnings Momentum: Downward Consolidation Precedes Long-Term GrowthThe extreme market alignment and a staggering year-to-date rally of over 300% to record highs near $1,211 set an almost impossible bar for a sustained immediate breakout. With consensus projecting an unprecedented 81.6% gross margin and the options market pricing in a massive ±11% to 17% swing, any forward guidance that does not dramatically exceed these peak expectations will trigger widespread institutional profit-taking, leading to a temporary post-print pullback.","text":"Post-Earnings Momentum: Downward Consolidation Precedes Long-Term GrowthThe extreme market alignment and a staggering year-to-date rally of over 300% to record highs near $1,211 set an almost impossible bar for a sustained immediate breakout. With consensus projecting an unprecedented 81.6% gross margin and the options market pricing in a massive ±11% to 17% swing, any forward guidance that does not dramatically exceed these peak expectations will trigger widespread institutional profit-taking, leading to a temporary post-print pullback.","html":"Post-Earnings Momentum: Downward Consolidation Precedes Long-Term GrowthThe extreme market alignment and a staggering year-to-date rally of over 300% to record highs near $1,211 set an almost impossible bar for a sustained immediate breakout. With consensus projecting an unprecedented 81.6% gross margin and the options market pricing in a massive ±11% to 17% swing, any forward guidance that does not dramatically exceed these peak expectations will trigger widespread institutional profit-taking, leading to a temporary post-print pullback."},{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"🌟🌟🌟Expectations are sky high for $Micron Technology(MU)$ but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone. This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks. Let's hope Micron can light the fuse. @Tiger_comments @Tiger_SG @TigerStars","text":"🌟🌟🌟Expectations are sky high for $Micron Technology(MU)$ but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone. This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks. Let's hope Micron can light the fuse. @Tiger_comments @Tiger_SG @TigerStars","html":"🌟🌟🌟Expectations are sky high for $Micron Technology(MU)$ but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone. This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks. Let's hope Micron can light the fuse. @Tiger_comments @Tiger_SG @TigerStars"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578658739360112,"gmtCreate":1782298908356,"gmtModify":1782299195365,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572753591805453","authorIdStr":"3572753591805453"},"themes":[],"title":"","htmlText":"Micron’s 13% Crash Could Become the Biggest Bear Trap of 2026 Micron just suffered its worst day in over a year, falling 13% before earnings. The entire memory sector got destroyed: 📉 MU: -13% 📉 SanDisk: -14% 📉 DRAM ETF: -14% 📉 MUU (2x Long MU): -26% But here’s why I think the market may be getting this wrong. 1️⃣ Fundamentals are still accelerating, not deteriorating. Micron and SK Hynix have already sold out their entire 2026 HBM supply. Demand from AI data centers remains far above supply, and Goldman estimates the DRAM market faces its biggest shortage in 15 years. (TastyLive⁠) 2️⃣ The market is selling because expectations are too high, not because business is weakening. Micron has surged more than 270% this year and briefly crossed a $1 trillion valuation. Investors are taking profi","listText":"Micron’s 13% Crash Could Become the Biggest Bear Trap of 2026 Micron just suffered its worst day in over a year, falling 13% before earnings. The entire memory sector got destroyed: 📉 MU: -13% 📉 SanDisk: -14% 📉 DRAM ETF: -14% 📉 MUU (2x Long MU): -26% But here’s why I think the market may be getting this wrong. 1️⃣ Fundamentals are still accelerating, not deteriorating. Micron and SK Hynix have already sold out their entire 2026 HBM supply. Demand from AI data centers remains far above supply, and Goldman estimates the DRAM market faces its biggest shortage in 15 years. (TastyLive⁠) 2️⃣ The market is selling because expectations are too high, not because business is weakening. Micron has surged more than 270% this year and briefly crossed a $1 trillion valuation. Investors are taking profi","text":"Micron’s 13% Crash Could Become the Biggest Bear Trap of 2026 Micron just suffered its worst day in over a year, falling 13% before earnings. The entire memory sector got destroyed: 📉 MU: -13% 📉 SanDisk: -14% 📉 DRAM ETF: -14% 📉 MUU (2x Long MU): -26% But here’s why I think the market may be getting this wrong. 1️⃣ Fundamentals are still accelerating, not deteriorating. Micron and SK Hynix have already sold out their entire 2026 HBM supply. Demand from AI data centers remains far above supply, and Goldman estimates the DRAM market faces its biggest shortage in 15 years. (TastyLive⁠) 2️⃣ The market is selling because expectations are too high, not because business is weakening. Micron has surged more than 270% this year and briefly crossed a $1 trillion valuation. Investors are taking profi","images":[{"img":"https://community-static.tradeup.com/news/9739c54cbab6957f1923ac3ad323b6f9","width":"1179","height":"892"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578658739360112","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578679028466576,"gmtCreate":1782303931536,"gmtModify":1782305727585,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"For a long-term investor, I would not treat a 13% pre-earnings drop as an automatic buying signal. I would focus on what the earnings reveal about the memory cycle. Key questions tonight: Are HBM shipments and pricing still accelerating? Is conventional DRAM pricing holding up into the next quarter? Does management raise forward guidance meaningfully? Are gross margins still expanding? If Micron delivers strong numbers but only reiterates guidance, the stock could still fall. Expectations have become extremely high after the sector's run. On the other hand, if management raises revenue and margin forecasts while confirming continued HBM supply tightness into 2027, the 13% decline may look like a healthy reset rather than the start of a larger correction. Risk-reward today feels asymmetric:","listText":"For a long-term investor, I would not treat a 13% pre-earnings drop as an automatic buying signal. I would focus on what the earnings reveal about the memory cycle. Key questions tonight: Are HBM shipments and pricing still accelerating? Is conventional DRAM pricing holding up into the next quarter? Does management raise forward guidance meaningfully? Are gross margins still expanding? If Micron delivers strong numbers but only reiterates guidance, the stock could still fall. Expectations have become extremely high after the sector's run. On the other hand, if management raises revenue and margin forecasts while confirming continued HBM supply tightness into 2027, the 13% decline may look like a healthy reset rather than the start of a larger correction. Risk-reward today feels asymmetric:","text":"For a long-term investor, I would not treat a 13% pre-earnings drop as an automatic buying signal. I would focus on what the earnings reveal about the memory cycle. Key questions tonight: Are HBM shipments and pricing still accelerating? Is conventional DRAM pricing holding up into the next quarter? Does management raise forward guidance meaningfully? Are gross margins still expanding? If Micron delivers strong numbers but only reiterates guidance, the stock could still fall. Expectations have become extremely high after the sector's run. On the other hand, if management raises revenue and margin forecasts while confirming continued HBM supply tightness into 2027, the 13% decline may look like a healthy reset rather than the start of a larger correction. Risk-reward today feels asymmetric:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578679028466576","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578554590004416,"gmtCreate":1782273612551,"gmtModify":1782274830141,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225582686885462","authorIdStr":"4225582686885462"},"themes":[],"title":"Micron Plunges 13% in Memory Meltdown Before Earnings; Position with 3x Long and Short DLCs","htmlText":"A sharp risk-off move across US semiconductor and memory-related stocks on Tuesday (23 June) driven by an earlier selloff in Asian markets weighed heavily on the <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> , which declined 3.3%. Correspondingly, the Nasdaq 7x Short DLC rose around 23%, with the Nasdaq 7x Long DLC falling a similar magnitude. As selling pressure extended to US markets, memory stocks let the meltdown, as <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> sank 13% ahead of its earnings release scheduled after market close on 24 June. In line with this decline, the <a href=\"https://ttm.financial/S/RLGW.SI\">$Micron 3xShortSG280913(RLGW.SI)$</a> rose sharply by 39%, while the <a href=\"https://ttm.financial/S/44BW.SI\">$Micron 3xLongSG280913(44BW.SI)$</a>","listText":"A sharp risk-off move across US semiconductor and memory-related stocks on Tuesday (23 June) driven by an earlier selloff in Asian markets weighed heavily on the <a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$</a> , which declined 3.3%. Correspondingly, the Nasdaq 7x Short DLC rose around 23%, with the Nasdaq 7x Long DLC falling a similar magnitude. As selling pressure extended to US markets, memory stocks let the meltdown, as <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> sank 13% ahead of its earnings release scheduled after market close on 24 June. In line with this decline, the <a href=\"https://ttm.financial/S/RLGW.SI\">$Micron 3xShortSG280913(RLGW.SI)$</a> rose sharply by 39%, while the <a href=\"https://ttm.financial/S/44BW.SI\">$Micron 3xLongSG280913(44BW.SI)$</a>","text":"A sharp risk-off move across US semiconductor and memory-related stocks on Tuesday (23 June) driven by an earlier selloff in Asian markets weighed heavily on the $NASDAQ 100(NDX)$ , which declined 3.3%. Correspondingly, the Nasdaq 7x Short DLC rose around 23%, with the Nasdaq 7x Long DLC falling a similar magnitude. As selling pressure extended to US markets, memory stocks let the meltdown, as $Micron Technology(MU)$ sank 13% ahead of its earnings release scheduled after market close on 24 June. In line with this decline, the $Micron 3xShortSG280913(RLGW.SI)$ rose sharply by 39%, while the $Micron 3xLongSG280913(44BW.SI)$","images":[{"img":"https://community-static.tradeup.com/news/6b7e732b824960717fda6ea3af9f2313","width":"1153","height":"612"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/578554590004416","isVote":1,"tweetType":1,"viewCount":10348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":578691650290872,"gmtCreate":1782307122339,"gmtModify":1782307252869,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I’m staying cautious ahead of<a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a> earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron,<a href=\"https://ttm.financial/S/WDC\"> $Western Digital(WDC)$ </a>, <a href=\"https://ttm.financial/S/STX\"> $Seagate T</a>","listText":"I’m staying cautious ahead of<a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a> earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron,<a href=\"https://ttm.financial/S/WDC\"> $Western Digital(WDC)$ </a>, <a href=\"https://ttm.financial/S/STX\"> $Seagate T</a>","text":"I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron, $Western Digital(WDC)$ , $Seagate T","images":[{"img":"https://community-static.tradeup.com/news/845a4736f1577f53ab8dc7e71db26a45"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/578691650290872","isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578679170085200,"gmtCreate":1782304000318,"gmtModify":1782305736588,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"Micron can help revive the AI trade if it confirms three things: strong HBM demand, continued DRAM pricing power, and higher forward guidance. A strong report would support the view that AI infrastructure spending remains robust rather than peaking. Among memory beneficiaries, I'd rank them: 1. SK Hynix (HBM leader) 2. Micron (best US-listed AI memory play) 3. Sandisk (highest beta) 4. Western Digital 5. Seagate For new money, I prefer Micron or SK Hynix. The others are more cyclical storage bets. With MU already up ~260% YTD, this earnings report is less about results and more about expectations. Even a beat may not be enough if guidance merely meets lofty forecasts. I'd rather wait for the print. Missing the first 10% of a rally is often preferable to catching a 20% gap-down. If Micron","listText":"Micron can help revive the AI trade if it confirms three things: strong HBM demand, continued DRAM pricing power, and higher forward guidance. A strong report would support the view that AI infrastructure spending remains robust rather than peaking. Among memory beneficiaries, I'd rank them: 1. SK Hynix (HBM leader) 2. Micron (best US-listed AI memory play) 3. Sandisk (highest beta) 4. Western Digital 5. Seagate For new money, I prefer Micron or SK Hynix. The others are more cyclical storage bets. With MU already up ~260% YTD, this earnings report is less about results and more about expectations. Even a beat may not be enough if guidance merely meets lofty forecasts. I'd rather wait for the print. Missing the first 10% of a rally is often preferable to catching a 20% gap-down. If Micron","text":"Micron can help revive the AI trade if it confirms three things: strong HBM demand, continued DRAM pricing power, and higher forward guidance. A strong report would support the view that AI infrastructure spending remains robust rather than peaking. Among memory beneficiaries, I'd rank them: 1. SK Hynix (HBM leader) 2. Micron (best US-listed AI memory play) 3. Sandisk (highest beta) 4. Western Digital 5. Seagate For new money, I prefer Micron or SK Hynix. The others are more cyclical storage bets. With MU already up ~260% YTD, this earnings report is less about results and more about expectations. Even a beat may not be enough if guidance merely meets lofty forecasts. I'd rather wait for the print. Missing the first 10% of a rally is often preferable to catching a 20% gap-down. If Micron","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578679170085200","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578434951795936,"gmtCreate":1782244453089,"gmtModify":1782274912480,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"美股投资young","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4245312935821372","authorIdStr":"4245312935821372"},"themes":[],"title":"Why Micron's Earnings Could Decide the Next Phase of the AI Bull Run","htmlText":"<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> Tomorrow's Micron earnings might be the single most important print in the entire AI supply chain this year. Most people think the market is just trading Micron. It isn't. What the market is really pricing in is how fast AI infrastructure spending will scale over the next two years. The AI Supply Chain Has Entered Phase Two Phase one was about GPUs. Phase two is about memory. For the past two years, the conversation was all about needing more compute. But as model sizes keep growing, inference demand has started to outpace training demand. The real bottleneck isn't just the GPU anymore — it's whether data can actually get to the","listText":"<a href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> Tomorrow's Micron earnings might be the single most important print in the entire AI supply chain this year. Most people think the market is just trading Micron. It isn't. What the market is really pricing in is how fast AI infrastructure spending will scale over the next two years. The AI Supply Chain Has Entered Phase Two Phase one was about GPUs. Phase two is about memory. For the past two years, the conversation was all about needing more compute. But as model sizes keep growing, inference demand has started to outpace training demand. The real bottleneck isn't just the GPU anymore — it's whether data can actually get to the","text":"$美光科技(MU)$ $闪迪(SNDK)$ $纳指100ETF(QQQ)$ Tomorrow's Micron earnings might be the single most important print in the entire AI supply chain this year. Most people think the market is just trading Micron. It isn't. What the market is really pricing in is how fast AI infrastructure spending will scale over the next two years. The AI Supply Chain Has Entered Phase Two Phase one was about GPUs. Phase two is about memory. For the past two years, the conversation was all about needing more compute. But as model sizes keep growing, inference demand has started to outpace training demand. The real bottleneck isn't just the GPU anymore — it's whether data can actually get to the","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":109,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/578434951795936","isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578351568802768,"gmtCreate":1782223956387,"gmtModify":1782274940937,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"美股投资young","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4245312935821372","authorIdStr":"4245312935821372"},"themes":[],"title":"Memory Stocks Crash. Is the AI Bubble Finally Bursting?","htmlText":"Memory stocks got crushed today. The broader market sold off. And suddenly the same questions are everywhere: Is the AI trade over? Has the memory story peaked? Is this the beginning of the AI bubble bursting? Or is Wall Street finally waking up to reality? The funny thing about markets is that everyone feels like Warren Buffett during a bull run. Every gain gets attributed to skill. Every rally feels justified. But the moment volatility returns, conviction disappears. Investors who were comfortable buying after a 300%, 500%, or even 1,000% move suddenly become terrified after a 10% correction. Yet the reality is simple: A stock dropping does not automatically mean the thesis is broken. Price action and fundamentals are not the same thing. And when great companies become cheaper without a","listText":"Memory stocks got crushed today. The broader market sold off. And suddenly the same questions are everywhere: Is the AI trade over? Has the memory story peaked? Is this the beginning of the AI bubble bursting? Or is Wall Street finally waking up to reality? The funny thing about markets is that everyone feels like Warren Buffett during a bull run. Every gain gets attributed to skill. Every rally feels justified. But the moment volatility returns, conviction disappears. Investors who were comfortable buying after a 300%, 500%, or even 1,000% move suddenly become terrified after a 10% correction. Yet the reality is simple: A stock dropping does not automatically mean the thesis is broken. Price action and fundamentals are not the same thing. And when great companies become cheaper without a","text":"Memory stocks got crushed today. The broader market sold off. And suddenly the same questions are everywhere: Is the AI trade over? Has the memory story peaked? Is this the beginning of the AI bubble bursting? Or is Wall Street finally waking up to reality? The funny thing about markets is that everyone feels like Warren Buffett during a bull run. Every gain gets attributed to skill. Every rally feels justified. But the moment volatility returns, conviction disappears. Investors who were comfortable buying after a 300%, 500%, or even 1,000% move suddenly become terrified after a 10% correction. Yet the reality is simple: A stock dropping does not automatically mean the thesis is broken. Price action and fundamentals are not the same thing. And when great companies become cheaper without a","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":113,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/578351568802768","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578700583457896,"gmtCreate":1782309278932,"gmtModify":1782309648327,"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143001014413252","authorIdStr":"4143001014413252"},"themes":[],"title":"","htmlText":"NVIDIA remains the ultimate AI demand indicator, but its numbers are influenced by product cycles, export restrictions, networking, software, and ecosystem effects. Micron is different. Memory is closer to a pure supply-demand business. Pricing, shipments, inventories, and margins provide a much cleaner view of what is actually happening across the AI infrastructure chain. As the only U.S. company capable of producing DRAM at scale while also participating in HBM and NAND markets, Micron sits at the center of both AI and traditional data-center demand. That makes it one of the best thermometers for the industry.","listText":"NVIDIA remains the ultimate AI demand indicator, but its numbers are influenced by product cycles, export restrictions, networking, software, and ecosystem effects. Micron is different. Memory is closer to a pure supply-demand business. Pricing, shipments, inventories, and margins provide a much cleaner view of what is actually happening across the AI infrastructure chain. As the only U.S. company capable of producing DRAM at scale while also participating in HBM and NAND markets, Micron sits at the center of both AI and traditional data-center demand. That makes it one of the best thermometers for the industry.","text":"NVIDIA remains the ultimate AI demand indicator, but its numbers are influenced by product cycles, export restrictions, networking, software, and ecosystem effects. Micron is different. Memory is closer to a pure supply-demand business. Pricing, shipments, inventories, and margins provide a much cleaner view of what is actually happening across the AI infrastructure chain. As the only U.S. company capable of producing DRAM at scale while also participating in HBM and NAND markets, Micron sits at the center of both AI and traditional data-center demand. That makes it one of the best thermometers for the industry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578700583457896","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578642802324432,"gmtCreate":1782295058321,"gmtModify":1782295063851,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟Expectations are sky high for <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone.&nbsp; This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks.&nbsp; Let's hope Micron can light the fuse. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","listText":"🌟🌟🌟Expectations are sky high for <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone.&nbsp; This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks.&nbsp; Let's hope Micron can light the fuse. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","text":"🌟🌟🌟Expectations are sky high for $Micron Technology(MU)$ but after losing 13% in last night's trading, I believe Micron will close up at USD 1158 as FOMO will prevail. The key is Micron's guidance as a normal \" beat\" is already factored into the stock price. The options chain has priced in an explosive 11% to 17% expected price swing immediately following the announcement. Micron shares have skyrocketed 722.27% in just 1 year, crossing a massive USD 1 trillion valuation milestone. This dizzying pace means investors are treating multi year growth as an immediate certainty. The market wants fireworks. Let's hope Micron can light the fuse. @Tiger_comments","images":[{"img":"https://community-static.tradeup.com/news/e183c011f03e2b0416ff34c64570ca76"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":24,"link":"https://ttm.financial/post/578642802324432","isVote":1,"tweetType":1,"viewCount":2306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":578699627041248,"gmtCreate":1782308891868,"gmtModify":1782308895512,"author":{"id":"4144844151777102","authorId":"4144844151777102","name":"Cadi Poon","avatar":"https://community-static.tradeup.com/news/c61260ad7946980c4c2c1b47d8284c1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144844151777102","authorIdStr":"4144844151777102"},"themes":[],"title":"","htmlText":"$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far.","listText":"$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far.","text":"$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578699627041248","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}