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09-24 08:26

$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma

@daz999999999:$MU$ Micron Technology's stock has climbed 226% this year - but its future driver of momentum could be something different than what's so far carried it into the artificial-intelligence winners circle. Spectacular earnings growth has been the main force behind Micron's (MU) soaring stock price, rather than a change in how investors value each dollar that the company earns. In fact, the stock has been notoriously cheap, trading at a 5.77 multiple of its price relative to estimated earnings for the next calendar year. That's the fifth lowest valuation multiple of any S&P 500 SPX component, according to Dow Jones Market Data. But there's reason to believe that Micron shares could soo

09-24 08:24

$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma

@daz999999999:$Micron Technology(MU)$ $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)

09-24 08:20

$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma

@daz999999999:$MU$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a

09-24 08:17

$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma

@daz999999999:$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

09-23 18:20

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

09-23 18:15

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

@daz999999999:Micron Technology (MU) : Glacier (Short Sellers) Has Melted, Buy Now For The Tsunami Wave

09-23 18:12

Micron Technology (MU) Investment Thesis Underlines A Growth Stock

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

Micron Technology (MU) Investment Thesis Underlines A Growth Stock

09-23 18:09

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will a

09-18

$Micron Technology(MU)$ $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)

09-24 23:42

$MU$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a

09-24 23:41

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

09-24 23:40

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

Micron’s $100B AI Contracts: September 30 Earnings Test

09-24 23:39

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

@daz999999999:Micron Technology (MU) : The Mega Trillion Technology Opportunity (Strong Buy Forecast)

09-24 23:38

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

@daz999999999:Micron Technology (MU) : Glacier (Short Sellers) Has Melted, Buy Now For The Tsunami Wave

09-24 12:59

$Micron Technology(MU)$ Micron Technology (MU) Latest Financial News Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance range

@daz999999999:Micron Technology (MU) : Glacier (Short Sellers) Has Melted, Buy Now For The Tsunami Wave

09-24 12:57

$Micron Technology(MU)$ Micron Technology (MU) Latest Financials : Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidan

@daz999999999:Micron Technology (MU) : The Mega Trillion Technology Opportunity (Strong Buy Forecast)

09-23 18:19

$MU$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a

09-23 18:18

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

09-23 18:18

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

@daz999999999:$Micron Technology(MU)$ “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.

09-23 18:17

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

09-23 18:15

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

09-23 18:14

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

@daz999999999:Micron (MU) Executive Appointments Steal The Limelight (08/27)

09-23 18:13

$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will

@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

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href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","text":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611082537341144","repostId":"608709700818112","repostType":1,"repost":{"id":608709700818112,"gmtCreate":1789637467182,"gmtModify":1789638325176,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology's stock has climbed 226% this year - but its future driver of momentum could be something different than what's so far carried it into the artificial-intelligence winners circle. Spectacular earnings growth has been the main force behind Micron's (MU) soaring stock price, rather than a change in how investors value each dollar that the company earns. In fact, the stock has been notoriously cheap, trading at a 5.77 multiple of its price relative to estimated earnings for the next calendar year. That's the fifth lowest valuation multiple of any S&amp;P 500 SPX component, according to Dow Jones Market Data. But there's reason to believe that Micron shares could soo","listText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology's stock has climbed 226% this year - but its future driver of momentum could be something different than what's so far carried it into the artificial-intelligence winners circle. Spectacular earnings growth has been the main force behind Micron's (MU) soaring stock price, rather than a change in how investors value each dollar that the company earns. In fact, the stock has been notoriously cheap, trading at a 5.77 multiple of its price relative to estimated earnings for the next calendar year. That's the fifth lowest valuation multiple of any S&amp;P 500 SPX component, according to Dow Jones Market Data. But there's reason to believe that Micron shares could soo","text":"$MU$ Micron Technology's stock has climbed 226% this year - but its future driver of momentum could be something different than what's so far carried it into the artificial-intelligence winners circle. Spectacular earnings growth has been the main force behind Micron's (MU) soaring stock price, rather than a change in how investors value each dollar that the company earns. In fact, the stock has been notoriously cheap, trading at a 5.77 multiple of its price relative to estimated earnings for the next calendar year. That's the fifth lowest valuation multiple of any S&P 500 SPX component, according to Dow Jones Market Data. But there's reason to believe that Micron shares could soo","images":[{"img":"https://community-static.tradeup.com/news/fb45cc5c6b9c8cfa56fe10fdcf9ec423","width":"1179","height":"1424"},{"img":"https://community-static.tradeup.com/news/40866d98005633c984d63d1a6561b117","width":"765","height":"1020"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608709700818112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611082336756768,"gmtCreate":1790209458443,"gmtModify":1790209938190,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","text":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611082336756768","repostId":"608921917350440","repostType":1,"repost":{"id":608921917350440,"gmtCreate":1789689268701,"gmtModify":1789692395571,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&amp;P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&amp;P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)","text":"$Micron Technology(MU)$ $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)","images":[{"img":"https://community-static.tradeup.com/news/ea725c38363569fa926311c67932e043","width":"786","height":"6729"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"},{"img":"https://community-static.tradeup.com/news/f2dd36776a51ab5deebdc88f22253b51","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/608921917350440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611081544245752,"gmtCreate":1790209254129,"gmtModify":1790209938255,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","text":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611081544245752","repostId":"610874515723592","repostType":1,"repost":{"id":610874515723592,"gmtCreate":1790158781288,"gmtModify":1790158919938,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","listText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","text":"$MU$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","images":[{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610874515723592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611080614449872,"gmtCreate":1790209034403,"gmtModify":1790209936413,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","text":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in ma","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611080614449872","repostId":"610874991616864","repostType":1,"repost":{"id":610874991616864,"gmtCreate":1790158834502,"gmtModify":1790158926016,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/6bb00a294bb92945e92d4c998045eb1d","width":"786","height":"1759"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"},{"img":"https://community-static.tradeup.com/news/fb45cc5c6b9c8cfa56fe10fdcf9ec423","width":"1179","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610874991616864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":610874991616864,"gmtCreate":1790158834502,"gmtModify":1790158926016,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/6bb00a294bb92945e92d4c998045eb1d","width":"786","height":"1759"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"},{"img":"https://community-static.tradeup.com/news/fb45cc5c6b9c8cfa56fe10fdcf9ec423","width":"1179","height":"1424"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/610874991616864","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations.","text":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations.","html":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":610873823700376,"gmtCreate":1790158553805,"gmtModify":1790158866261,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610873823700376","repostId":"603308716442520","repostType":1,"repost":{"id":603308716442520,"gmtCreate":1788329245800,"gmtModify":1788331976643,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) : Glacier (Short Sellers) Has Melted, Buy Now For The Tsunami Wave","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&amp;P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&amp;P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","text":"$Micron Technology(MU)$ Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","images":[{"img":"https://community-static.tradeup.com/news/a6f198e43603b4d22718203925ade1d8","width":"1077","height":"705"},{"img":"https://community-static.tradeup.com/news/ac36ee6950948eac51d23d45a11de992","width":"813","height":"631"},{"img":"https://community-static.tradeup.com/news/50dba0ca785efd5eed9a2218a1398b7e","width":"1179","height":"2164"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603308716442520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":610872714789320,"gmtCreate":1790158374646,"gmtModify":1790158843952,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Investment Thesis Underlines A Growth Stock","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1","width":"1078","height":"767"},{"img":"https://community-static.tradeup.com/news/fb45cc5c6b9c8cfa56fe10fdcf9ec423","width":"1179","height":"1424"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"}],"top":2,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610872714789320","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":610872031118064,"gmtCreate":1790158192062,"gmtModify":1790158834380,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will a","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will a","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will a","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1","width":"1078","height":"767"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"},{"img":"https://community-static.tradeup.com/news/50e1311c28a6e80c2a6a2b8585040c06","width":"824","height":"688"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/610872031118064","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000408","authorId":"9000000000000408","name":"nuzzle","avatar":"https://static.tigerbbs.com/36540923bc93a18316f866ad230d4dc3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000408","idStr":"9000000000000408"},"content":"The floor pricing matters more than the spot cycle here. If 40% of revenue gets tied to bands or indexed contracts, the downside looks way less cyclical than old MU","text":"The floor pricing matters more than the spot cycle here. If 40% of revenue gets tied to bands or indexed contracts, the downside looks way less cyclical than old MU","html":"The floor pricing matters more than the spot cycle here. If 40% of revenue gets tied to bands or indexed contracts, the downside looks way less cyclical than old MU"},{"author":{"id":"3479274738479756","authorId":"3479274738479756","name":"cutzi","avatar":"https://static.tigerbbs.com/e1c18398dfcb7509fec24c33c0d75d54","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274738479756","idStr":"3479274738479756"},"content":"7x PE does look cheap, but the market may still be underpricing the FY27-FY28 supply shock once all that capacity actually ramps","text":"7x PE does look cheap, but the market may still be underpricing the FY27-FY28 supply shock once all that capacity actually ramps","html":"7x PE does look cheap, but the market may still be underpricing the FY27-FY28 supply shock once all that capacity actually ramps"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":608921917350440,"gmtCreate":1789689268701,"gmtModify":1789692395571,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&amp;P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&amp;P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)","text":"$Micron Technology(MU)$ $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)","images":[{"img":"https://community-static.tradeup.com/news/ea725c38363569fa926311c67932e043","width":"786","height":"6729"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"},{"img":"https://community-static.tradeup.com/news/f2dd36776a51ab5deebdc88f22253b51","width":"3024","height":"4032"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/608921917350440","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations.","text":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations.","html":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":611308123447336,"gmtCreate":1790264556568,"gmtModify":1790265959578,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","listText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","text":"$MU$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1","width":"1078","height":"767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611308123447336","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611307413660104,"gmtCreate":1790264502300,"gmtModify":1790265951069,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/fb45cc5c6b9c8cfa56fe10fdcf9ec423","width":"1179","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611307413660104","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611307393009176,"gmtCreate":1790264427398,"gmtModify":1790265946001,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/f175124dab2c5012dda43048414cbd36"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611307393009176","repostId":"1192218518","repostType":2,"repost":{"id":"1192218518","kind":"video","weMediaInfo":{"introduction":"News Roundup: Tesla, NVIDIA & Other Bellwether Stocks","home_visible":1,"media_name":"Bellwether Stocks Movement","id":"1006566612","head_image":"https://community-static.tradeup.com/news/e78d47e84d6acfa800707e519dc4c88c"},"pubTimestamp":1790231201,"share":"https://ttm.financial/m/news/1192218518?lang=en_US&edition=fundamental","pubTime":"2026-09-24 14:26","market":"fut","language":"en","title":"Micron’s $100B AI Contracts: September 30 Earnings Test","url":"https://stock-news.laohu8.com/highlight/detail?id=1192218518","media":"Bellwether Stocks Movement","summary":"","content":"","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron’s $100B AI Contracts: September 30 Earnings Test</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron’s $100B AI Contracts: September 30 Earnings Test\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006566612\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e78d47e84d6acfa800707e519dc4c88c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Bellwether Stocks Movement </p>\n<p class=\"h-time\">2026-09-24 14:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://news-video-sg.skytigris.cn/videos/remotion/2557/thumbnail.jpg","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192218518","news_type":1,"symbols_score_info":{"MU":2}},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611307297989704,"gmtCreate":1790264381122,"gmtModify":1790265936318,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/50e1311c28a6e80c2a6a2b8585040c06"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611307297989704","repostId":"602866343350928","repostType":1,"repost":{"id":602866343350928,"gmtCreate":1788221212866,"gmtModify":1788226324604,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) : The Mega Trillion Technology Opportunity (Strong Buy Forecast)","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Q42026 : Wall Street analysts note that Micron's HBM3E and HBM4 (High Bandwidth Memory) capacity is completely sold out through 2026 and into 2027. DRAM Price Surge: Spot DRAM memory prices have jumped 162% quarter-over-quarter due to massive capacity allocation toward AI servers, driving Goldman Sachs to predict a persistent memory undersupply through 2027. Long-Term CapEx: Micron announced an aggressive US$10 billion R&amp;D and training investment to establish the Micron Research Labs network and the Boise Training Center to secure U.S.-based, next-generation AI memory manufacturing.⚠️ Chinese Competition &amp; Market Cooldown Expansion Pressure","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Q42026 : Wall Street analysts note that Micron's HBM3E and HBM4 (High Bandwidth Memory) capacity is completely sold out through 2026 and into 2027. DRAM Price Surge: Spot DRAM memory prices have jumped 162% quarter-over-quarter due to massive capacity allocation toward AI servers, driving Goldman Sachs to predict a persistent memory undersupply through 2027. Long-Term CapEx: Micron announced an aggressive US$10 billion R&amp;D and training investment to establish the Micron Research Labs network and the Boise Training Center to secure U.S.-based, next-generation AI memory manufacturing.⚠️ Chinese Competition &amp; Market Cooldown Expansion Pressure","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Q42026 : Wall Street analysts note that Micron's HBM3E and HBM4 (High Bandwidth Memory) capacity is completely sold out through 2026 and into 2027. DRAM Price Surge: Spot DRAM memory prices have jumped 162% quarter-over-quarter due to massive capacity allocation toward AI servers, driving Goldman Sachs to predict a persistent memory undersupply through 2027. Long-Term CapEx: Micron announced an aggressive US$10 billion R&D and training investment to establish the Micron Research Labs network and the Boise Training Center to secure U.S.-based, next-generation AI memory manufacturing.⚠️ Chinese Competition & Market Cooldown Expansion Pressure","images":[{"img":"https://community-static.tradeup.com/news/037cb134f0321347a85dbdc6308cf75d","width":"1254","height":"1254"},{"img":"https://community-static.tradeup.com/news/a6f198e43603b4d22718203925ade1d8","width":"1077","height":"705"},{"img":"https://community-static.tradeup.com/news/54a710a98d7479a371eabde932e5a071","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/602866343350928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611307065364792,"gmtCreate":1790264312318,"gmtModify":1790265926602,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611307065364792","repostId":"603308716442520","repostType":1,"repost":{"id":603308716442520,"gmtCreate":1788329245800,"gmtModify":1788331976643,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) : Glacier (Short Sellers) Has Melted, Buy Now For The Tsunami Wave","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&amp;P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&amp;P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","text":"$Micron Technology(MU)$ Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","images":[{"img":"https://community-static.tradeup.com/news/a6f198e43603b4d22718203925ade1d8","width":"1077","height":"705"},{"img":"https://community-static.tradeup.com/news/ac36ee6950948eac51d23d45a11de992","width":"813","height":"631"},{"img":"https://community-static.tradeup.com/news/50dba0ca785efd5eed9a2218a1398b7e","width":"1179","height":"2164"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603308716442520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611149893542576,"gmtCreate":1790225945882,"gmtModify":1790227871783,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Latest Financial News Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance range","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Latest Financial News Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance range","text":"$Micron Technology(MU)$ Micron Technology (MU) Latest Financial News Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance range","images":[{"img":"https://community-static.tradeup.com/news/50e1311c28a6e80c2a6a2b8585040c06"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611149893542576","repostId":"603308716442520","repostType":1,"repost":{"id":603308716442520,"gmtCreate":1788329245800,"gmtModify":1788331976643,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) : Glacier (Short Sellers) Has Melted, Buy Now For The Tsunami Wave","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&amp;P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&amp;P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","text":"$Micron Technology(MU)$ Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t","images":[{"img":"https://community-static.tradeup.com/news/a6f198e43603b4d22718203925ade1d8","width":"1077","height":"705"},{"img":"https://community-static.tradeup.com/news/ac36ee6950948eac51d23d45a11de992","width":"813","height":"631"},{"img":"https://community-static.tradeup.com/news/50dba0ca785efd5eed9a2218a1398b7e","width":"1179","height":"2164"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603308716442520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":611149514585200,"gmtCreate":1790225860031,"gmtModify":1790227872451,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Latest Financials : Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidan","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Latest Financials : Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidan","text":"$Micron Technology(MU)$ Micron Technology (MU) Latest Financials : Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidan","images":[{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611149514585200","repostId":"602866343350928","repostType":1,"repost":{"id":602866343350928,"gmtCreate":1788221212866,"gmtModify":1788226324604,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) : The Mega Trillion Technology Opportunity (Strong Buy Forecast)","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Q42026 : Wall Street analysts note that Micron's HBM3E and HBM4 (High Bandwidth Memory) capacity is completely sold out through 2026 and into 2027. DRAM Price Surge: Spot DRAM memory prices have jumped 162% quarter-over-quarter due to massive capacity allocation toward AI servers, driving Goldman Sachs to predict a persistent memory undersupply through 2027. Long-Term CapEx: Micron announced an aggressive US$10 billion R&amp;D and training investment to establish the Micron Research Labs network and the Boise Training Center to secure U.S.-based, next-generation AI memory manufacturing.⚠️ Chinese Competition &amp; Market Cooldown Expansion Pressure","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Q42026 : Wall Street analysts note that Micron's HBM3E and HBM4 (High Bandwidth Memory) capacity is completely sold out through 2026 and into 2027. DRAM Price Surge: Spot DRAM memory prices have jumped 162% quarter-over-quarter due to massive capacity allocation toward AI servers, driving Goldman Sachs to predict a persistent memory undersupply through 2027. Long-Term CapEx: Micron announced an aggressive US$10 billion R&amp;D and training investment to establish the Micron Research Labs network and the Boise Training Center to secure U.S.-based, next-generation AI memory manufacturing.⚠️ Chinese Competition &amp; Market Cooldown Expansion Pressure","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Q42026 : Wall Street analysts note that Micron's HBM3E and HBM4 (High Bandwidth Memory) capacity is completely sold out through 2026 and into 2027. DRAM Price Surge: Spot DRAM memory prices have jumped 162% quarter-over-quarter due to massive capacity allocation toward AI servers, driving Goldman Sachs to predict a persistent memory undersupply through 2027. Long-Term CapEx: Micron announced an aggressive US$10 billion R&D and training investment to establish the Micron Research Labs network and the Boise Training Center to secure U.S.-based, next-generation AI memory manufacturing.⚠️ Chinese Competition & Market Cooldown Expansion Pressure","images":[{"img":"https://community-static.tradeup.com/news/037cb134f0321347a85dbdc6308cf75d","width":"1254","height":"1254"},{"img":"https://community-static.tradeup.com/news/a6f198e43603b4d22718203925ade1d8","width":"1077","height":"705"},{"img":"https://community-static.tradeup.com/news/54a710a98d7479a371eabde932e5a071","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/602866343350928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":610874515723592,"gmtCreate":1790158781288,"gmtModify":1790158919938,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","listText":"<a href=\"https://ttm.financial/SS?symbol=MU&amp;secType=(null)\">$MU$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","text":"$MU$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a","images":[{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/610874515723592","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations.","text":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations.","html":"$Micron Technology(MU)$ Abstract Micron Technology will report quarterly results on September 30, 2026, Post-Mkt; this preview outlines consensus revenue, margin and EPS expectations, last-quarter performance highlights, and the outlook for key business segments and stock-price drivers. Market Forecast Based on the company’s guided framework and market tracking, this quarter’s revenue estimate is 50.62 billion US dollars with a year-over-year increase of 3.51%, forecast EBIT is 41.92 billion US dollars with a year-over-year increase of 1,040.56%, and forecast EPS is 31.30 with a year-over-year increase of 994.40%; while consolidated gross margin and adjusted EPS guidance ranges are not explicitly repeated in market data, the company’s prior disclosure cadence implies a sequentially improving profit mix. Market models imply an upward revenue mix led by data center and cloud memory demand, with mobile and client steady, and auto and embedded continuing to expand from a smaller base; the most promising segment is cloud memory at 13.77 billion US dollars with robust year-over-year expansion implied by the high-teens to low-twenties growth backdrop. Last Quarter Review Micron Technology’s previous quarter delivered revenue of 41.46 billion US dollars, a gross profit margin of 84.56%, GAAP net profit attributable to the parent company of 28.24 billion US dollars with a quarter-on-quarter change of 104.88, a net profit margin of 68.13%, and adjusted EPS of 25.11 with a year-over-year increase of 12.15. The quarter also exceeded prior consensus with an EBIT of 33.68 billion US dollars and a revenue surprise, reflecting improved average selling prices and disciplined cost control. Main business highlights included cloud memory revenue of 13.77 billion US dollars and core data center revenue of 11.52 billion US dollars, with mobile and client at 11.52 billion US dollars and auto and embedded at 4.63 billion US dollars; the mix pointed to outsized contribution from cloud and data-center demand. Current Quarter Outlook (with major analytical insights) Main business: Data center and cloud memory Cloud and data center memory shipments remain the headline driver for topline and margin progression this quarter. The forecast revenue mix indicates continued strength in high-bandwidth and high-capacity DRAM configured for accelerated compute buildouts, which is consistent with the rising share of cloud deployments in overall shipments. Price discipline in premium configurations supports blended gross margin resilience, while node migration and yield improvements are expected to aid unit cost reductions. Given the scale of AI-related infrastructure deployments, backlog coverage combined with shipment velocity should sustain sequential revenue growth, even if unit pricing normalizes in some legacy configurations."},{"author":{"id":"3479274768507387","authorId":"3479274768507387","name":"predator007","avatar":"https://static.tigerbbs.com/36540923bc93a18316f866ad230d4dc3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274768507387","idStr":"3479274768507387"},"content":"7x PE looks cheap, but FY27 EPS at 158 feels pretty aggressive if supply keeps expanding. The SCA protection matters more to me than the headline multiple","text":"7x PE looks cheap, but FY27 EPS at 158 feels pretty aggressive if supply keeps expanding. The SCA protection matters more to me than the headline multiple","html":"7x PE looks cheap, but FY27 EPS at 158 feels pretty aggressive if supply keeps expanding. The SCA protection matters more to me than the headline multiple"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":610874247144024,"gmtCreate":1790158738194,"gmtModify":1790158914630,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/084bb97a512bdcd5335880b2ffecdb18","width":"786","height":"5127"},{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1","width":"1078","height":"767"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610874247144024","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":610874109768104,"gmtCreate":1790158689373,"gmtModify":1790158875770,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610874109768104","repostId":"581550857782672","repostType":1,"repost":{"id":581550857782672,"gmtCreate":1783010299581,"gmtModify":1783011091965,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","text":"$Micron Technology(MU)$ “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","images":[{"img":"https://community-static.tradeup.com/news/5ce1efe8d1ef10f12750bb967d9be798","width":"954","height":"1080"},{"img":"https://community-static.tradeup.com/news/443c686ffaf83c1ae99afcbc2d0c20e0","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/6836cc1a1bd1a54f680c944092a2b21d","width":"800","height":"1000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581550857782672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":610873820455264,"gmtCreate":1790158625623,"gmtModify":1790158871973,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/6a6b7344ae7a5294f91f960f737fb185","width":"786","height":"6729"},{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1","width":"1078","height":"767"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610873820455264","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":610873294320016,"gmtCreate":1790158508277,"gmtModify":1790158862360,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/171529a0fc526067d60ee23e9001ab5a","width":"786","height":"5127"},{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1","width":"1078","height":"767"},{"img":"https://community-static.tradeup.com/news/22098b3fd00411731e4a82b5032b307e","width":"1033","height":"1533"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610873294320016","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":610873115996688,"gmtCreate":1790158454991,"gmtModify":1790158852623,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610873115996688","repostId":"601203225305968","repostType":1,"repost":{"id":601203225305968,"gmtCreate":1787815117657,"gmtModify":1787815528694,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Micron (MU) Executive Appointments Steal The Limelight (08/27)","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) shares are inching higher on Wednesday after the memory-chip maker announced two senior leadership appointments aimed at accelerating innovation and growth. The company promoted Manish Bhatia to president and chief operating officer and Scott DeBoer to president and chief technology and products officer. Details of Micron’s Executive Appointments Micron said Wednesday that Bhatia and DeBoer will take on expanded responsibilities effective immediately as it positions itself for an AI-driven rapid increase in memory chip demand. Bhatia — who joined Micron in 2017 — will oversee global operations and business units, including capital investment, manufacturing, custome","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) shares are inching higher on Wednesday after the memory-chip maker announced two senior leadership appointments aimed at accelerating innovation and growth. The company promoted Manish Bhatia to president and chief operating officer and Scott DeBoer to president and chief technology and products officer. Details of Micron’s Executive Appointments Micron said Wednesday that Bhatia and DeBoer will take on expanded responsibilities effective immediately as it positions itself for an AI-driven rapid increase in memory chip demand. Bhatia — who joined Micron in 2017 — will oversee global operations and business units, including capital investment, manufacturing, custome","text":"$Micron Technology(MU)$ Micron Technology (MU) shares are inching higher on Wednesday after the memory-chip maker announced two senior leadership appointments aimed at accelerating innovation and growth. The company promoted Manish Bhatia to president and chief operating officer and Scott DeBoer to president and chief technology and products officer. Details of Micron’s Executive Appointments Micron said Wednesday that Bhatia and DeBoer will take on expanded responsibilities effective immediately as it positions itself for an AI-driven rapid increase in memory chip demand. Bhatia — who joined Micron in 2017 — will oversee global operations and business units, including capital investment, manufacturing, custome","images":[{"img":"https://community-static.tradeup.com/news/69de710ceb61f486874f2557756c969c","width":"1077","height":"705"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601203225305968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":610873006850696,"gmtCreate":1790158421096,"gmtModify":1790158848850,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","text":"$Micron Technology(MU)$ Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will","images":[{"img":"https://community-static.tradeup.com/news/24e3fd68bee577ca3dcd6e194942d7d1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610873006850696","repostId":"592311290230184","repostType":1,"repost":{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":281110665818360,"gmtCreate":1709655178785,"gmtModify":1767026533245,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> Apple’s Wall Street woes continued Tuesday as shares of the iPhone maker headed toward their lowest level in more than four months as investor anxiety mounts about Apple’s artificial intelligence efforts and its slumping China business. Apple stock fell more than 2% shortly after market open to as low as $170.20, registering its lowest price since Nov. 1, and heading toward its fifth consecutive losing session. The primary catalyst for Tuesday’s losses was a report from Hong Kong-based Counterpoint Research indicating iPhone sales fell 24% year-over-year over the first six weeks of 2024, an unwelcome finding considering China accounts for more than 15% of Apple’s revenues and sales in the region alread","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> Apple’s Wall Street woes continued Tuesday as shares of the iPhone maker headed toward their lowest level in more than four months as investor anxiety mounts about Apple’s artificial intelligence efforts and its slumping China business. Apple stock fell more than 2% shortly after market open to as low as $170.20, registering its lowest price since Nov. 1, and heading toward its fifth consecutive losing session. The primary catalyst for Tuesday’s losses was a report from Hong Kong-based Counterpoint Research indicating iPhone sales fell 24% year-over-year over the first six weeks of 2024, an unwelcome finding considering China accounts for more than 15% of Apple’s revenues and sales in the region alread","text":"$Apple(AAPL)$ Apple’s Wall Street woes continued Tuesday as shares of the iPhone maker headed toward their lowest level in more than four months as investor anxiety mounts about Apple’s artificial intelligence efforts and its slumping China business. Apple stock fell more than 2% shortly after market open to as low as $170.20, registering its lowest price since Nov. 1, and heading toward its fifth consecutive losing session. The primary catalyst for Tuesday’s losses was a report from Hong Kong-based Counterpoint Research indicating iPhone sales fell 24% year-over-year over the first six weeks of 2024, an unwelcome finding considering China accounts for more than 15% of Apple’s revenues and sales in the region alread","images":[{"img":"https://community-static.tradeup.com/news/87df1ab159a7d5c2693550b526720bb4","width":"750","height":"446"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1947,"commentSize":17,"repostSize":1778,"link":"https://ttm.financial/post/281110665818360","isVote":1,"tweetType":1,"viewCount":43233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$Apple(AAPL)$ Recent Market Movements & News:Executive Departure: Paul Meade, Apple’s hardware chief for the Vision Pro and smart glasses, left the company to join OpenAI, marking a notable talent loss in the AI and hardware space.Price Increases: Apple raised retail prices for its MacBooks and iPads to offset soaring memory and storage component costs driven by the AI datacenter buildout. Supply Chain Hurdles: The company is seeking U.S. government approval to purchase memory chips from a blacklisted Chinese firm to mitigate financial and supply pressures. Stock Performance: Shares have experienced recent short-term pullbacks amid tech sell-offs but maintain a solid valuation and strong historical performance. Macroeconomics and Microeconomics: Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections. Then came the memory crunch, which has driven up the cost to produce practically every electronic device on the planet. Now, Zaman isn’t sure what to do, especially for the 1,300 prospective customers who put down a $100 deposit for his next production run. Mono’s cost for 8 gigabytes of a type of DRAM from Micron shot up from $35 when he was first developing the product to $300 today. At his three-person company, Zaman said he hasn’t decided if he’ll go ahead with a second batch and increase the price by at least one-third, or introduce a new model with 75% less memory. “Even a router of our class, it’s a poor value if you make it at $900, $1,000,” Zaman told CNBC in an interview. “But we have to, or we trim it down to the bare minimums.” Zaman’s experience is becoming common across the consumer electronics market, from iconic devices like iPads and Xbox consoles to niche products that are barely past the testing phase. Costs are soaring due to a global supply crunch caused by the artificial intelligence boom, which has led chipmakers like Nvidia to suck up ever-increasing amounts of memory for their processors and advanced systems. Price Hikes Announcements: Both Apple and Microsoft, announced price hikes this week, have a hefty cash cushion, supply chain leverage and customers numbering in the millions or billions, a much wider swath of businesses face potentially dire straits. Most consumer electronics companies have little margin to spare and can’t confidently raise prices in an economy already grappling with inflationary pressures.","text":"$Apple(AAPL)$ Recent Market Movements & News:Executive Departure: Paul Meade, Apple’s hardware chief for the Vision Pro and smart glasses, left the company to join OpenAI, marking a notable talent loss in the AI and hardware space.Price Increases: Apple raised retail prices for its MacBooks and iPads to offset soaring memory and storage component costs driven by the AI datacenter buildout. Supply Chain Hurdles: The company is seeking U.S. government approval to purchase memory chips from a blacklisted Chinese firm to mitigate financial and supply pressures. Stock Performance: Shares have experienced recent short-term pullbacks amid tech sell-offs but maintain a solid valuation and strong historical performance. Macroeconomics and Microeconomics: Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections. Then came the memory crunch, which has driven up the cost to produce practically every electronic device on the planet. Now, Zaman isn’t sure what to do, especially for the 1,300 prospective customers who put down a $100 deposit for his next production run. Mono’s cost for 8 gigabytes of a type of DRAM from Micron shot up from $35 when he was first developing the product to $300 today. At his three-person company, Zaman said he hasn’t decided if he’ll go ahead with a second batch and increase the price by at least one-third, or introduce a new model with 75% less memory. “Even a router of our class, it’s a poor value if you make it at $900, $1,000,” Zaman told CNBC in an interview. “But we have to, or we trim it down to the bare minimums.” Zaman’s experience is becoming common across the consumer electronics market, from iconic devices like iPads and Xbox consoles to niche products that are barely past the testing phase. Costs are soaring due to a global supply crunch caused by the artificial intelligence boom, which has led chipmakers like Nvidia to suck up ever-increasing amounts of memory for their processors and advanced systems. Price Hikes Announcements: Both Apple and Microsoft, announced price hikes this week, have a hefty cash cushion, supply chain leverage and customers numbering in the millions or billions, a much wider swath of businesses face potentially dire straits. Most consumer electronics companies have little margin to spare and can’t confidently raise prices in an economy already grappling with inflationary pressures.","html":"$Apple(AAPL)$ Recent Market Movements & News:Executive Departure: Paul Meade, Apple’s hardware chief for the Vision Pro and smart glasses, left the company to join OpenAI, marking a notable talent loss in the AI and hardware space.Price Increases: Apple raised retail prices for its MacBooks and iPads to offset soaring memory and storage component costs driven by the AI datacenter buildout. Supply Chain Hurdles: The company is seeking U.S. government approval to purchase memory chips from a blacklisted Chinese firm to mitigate financial and supply pressures. Stock Performance: Shares have experienced recent short-term pullbacks amid tech sell-offs but maintain a solid valuation and strong historical performance. Macroeconomics and Microeconomics: Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections. Then came the memory crunch, which has driven up the cost to produce practically every electronic device on the planet. Now, Zaman isn’t sure what to do, especially for the 1,300 prospective customers who put down a $100 deposit for his next production run. Mono’s cost for 8 gigabytes of a type of DRAM from Micron shot up from $35 when he was first developing the product to $300 today. At his three-person company, Zaman said he hasn’t decided if he’ll go ahead with a second batch and increase the price by at least one-third, or introduce a new model with 75% less memory. “Even a router of our class, it’s a poor value if you make it at $900, $1,000,” Zaman told CNBC in an interview. “But we have to, or we trim it down to the bare minimums.” Zaman’s experience is becoming common across the consumer electronics market, from iconic devices like iPads and Xbox consoles to niche products that are barely past the testing phase. Costs are soaring due to a global supply crunch caused by the artificial intelligence boom, which has led chipmakers like Nvidia to suck up ever-increasing amounts of memory for their processors and advanced systems. Price Hikes Announcements: Both Apple and Microsoft, announced price hikes this week, have a hefty cash cushion, supply chain leverage and customers numbering in the millions or billions, a much wider swath of businesses face potentially dire straits. Most consumer electronics companies have little margin to spare and can’t confidently raise prices in an economy already grappling with inflationary pressures."},{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$Apple(AAPL)$ Latest Apple / Apple Pay Business News : Bybit, the world’s second-largest cryptocurrency exchange by trading volume, is pleased to announce crypto purchases via Apple Pay will come with zero fees from now until September 24, 2026, offering a faster, more accessible, and affordable way to accumulate digital assets. The offer spans 36 supported fiat currencies, allowing purchases using any eligible bank card linked to Apple Wallet. For a limited time, eligible Apple Pay purchases of 100 USDT or equivalent on Bybit will incur zero fees, benefiting new entrants to the crypto space and retail traders looking to adjust positions. The purchase flow is designed for simplicity. Through Bybit One-Click Buy, eligible users can select a preferred cryptocurrency and payment currency, choose Apple Pay as the payment method, and complete a transaction in just a few steps, without the fee overhead for regular card-based crypto purchases. No more transfers or long waiting time, now users simply need a bank card supported by their Apple Wallet to start their crypto journey. Compatible with Apple Pay and dozens of currencies, Bybit extends the speed and familiarity of Apple’s payment ecosystem to crypto purchases, allowing users to tap into the fast-moving world of digital assets within seconds. The limited-time zero-fee feature further lowers the barrier to entry, making it easier and more cost-effective for users to acquire crypto without navigating complex funding processes or absorbing additional transaction costs. Bybit is mission bound to expand accessible, low-friction payment options to everyone as it builds towards its New Financial Platform vision.","text":"$Apple(AAPL)$ Latest Apple / Apple Pay Business News : Bybit, the world’s second-largest cryptocurrency exchange by trading volume, is pleased to announce crypto purchases via Apple Pay will come with zero fees from now until September 24, 2026, offering a faster, more accessible, and affordable way to accumulate digital assets. The offer spans 36 supported fiat currencies, allowing purchases using any eligible bank card linked to Apple Wallet. For a limited time, eligible Apple Pay purchases of 100 USDT or equivalent on Bybit will incur zero fees, benefiting new entrants to the crypto space and retail traders looking to adjust positions. The purchase flow is designed for simplicity. Through Bybit One-Click Buy, eligible users can select a preferred cryptocurrency and payment currency, choose Apple Pay as the payment method, and complete a transaction in just a few steps, without the fee overhead for regular card-based crypto purchases. No more transfers or long waiting time, now users simply need a bank card supported by their Apple Wallet to start their crypto journey. Compatible with Apple Pay and dozens of currencies, Bybit extends the speed and familiarity of Apple’s payment ecosystem to crypto purchases, allowing users to tap into the fast-moving world of digital assets within seconds. The limited-time zero-fee feature further lowers the barrier to entry, making it easier and more cost-effective for users to acquire crypto without navigating complex funding processes or absorbing additional transaction costs. Bybit is mission bound to expand accessible, low-friction payment options to everyone as it builds towards its New Financial Platform vision.","html":"$Apple(AAPL)$ Latest Apple / Apple Pay Business News : Bybit, the world’s second-largest cryptocurrency exchange by trading volume, is pleased to announce crypto purchases via Apple Pay will come with zero fees from now until September 24, 2026, offering a faster, more accessible, and affordable way to accumulate digital assets. The offer spans 36 supported fiat currencies, allowing purchases using any eligible bank card linked to Apple Wallet. For a limited time, eligible Apple Pay purchases of 100 USDT or equivalent on Bybit will incur zero fees, benefiting new entrants to the crypto space and retail traders looking to adjust positions. The purchase flow is designed for simplicity. Through Bybit One-Click Buy, eligible users can select a preferred cryptocurrency and payment currency, choose Apple Pay as the payment method, and complete a transaction in just a few steps, without the fee overhead for regular card-based crypto purchases. No more transfers or long waiting time, now users simply need a bank card supported by their Apple Wallet to start their crypto journey. Compatible with Apple Pay and dozens of currencies, Bybit extends the speed and familiarity of Apple’s payment ecosystem to crypto purchases, allowing users to tap into the fast-moving world of digital assets within seconds. The limited-time zero-fee feature further lowers the barrier to entry, making it easier and more cost-effective for users to acquire crypto without navigating complex funding processes or absorbing additional transaction costs. Bybit is mission bound to expand accessible, low-friction payment options to everyone as it builds towards its New Financial Platform vision."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600607290057864,"gmtCreate":1787669740918,"gmtModify":1787669744441,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLSI\">$Greenwich Lifesciences Inc(GLSI)$</a>&nbsp; US Stocks I see the Prof Chan and Ella have changed their names and formed new groups&nbsp; <a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a> - I will seek retribution&nbsp;","listText":"<a href=\"https://ttm.financial/S/GLSI\">$Greenwich Lifesciences Inc(GLSI)$</a>&nbsp; US Stocks I see the Prof Chan and Ella have changed their names and formed new groups&nbsp; <a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a> - I will seek retribution&nbsp;","text":"$Greenwich Lifesciences Inc(GLSI)$ US Stocks I see the Prof Chan and Ella have changed their names and formed new groups $CMBC CAPITAL(01141)$ - I will seek retribution","images":[{"img":"https://community-static.tradeup.com/news/b535276675861f74a394ffec5d933ced","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":72,"commentSize":21,"repostSize":447,"link":"https://ttm.financial/post/600607290057864","isVote":1,"tweetType":1,"viewCount":9740,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4246601364003632","authorId":"4246601364003632","name":"Newbee1","avatar":"https://community-static.tradeup.com/news/f369c2b95c56c1837a36a16ad9b6486d","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4246601364003632","idStr":"4246601364003632"},"content":"Hi Daz, I’m based in Australia and have recently become a victim of a pump-and-dump scam involving 00209, where I lost a significant amount of money. I’m completely new to trading and am now looking for some guidance and support on how I can rebuild my finances gradually and make more informed decisions going forward. I’d really appreciate any advice you can offer.","text":"Hi Daz, I’m based in Australia and have recently become a victim of a pump-and-dump scam involving 00209, where I lost a significant amount of money. I’m completely new to trading and am now looking for some guidance and support on how I can rebuild my finances gradually and make more informed decisions going forward. I’d really appreciate any advice you can offer.","html":"Hi Daz, I’m based in Australia and have recently become a victim of a pump-and-dump scam involving 00209, where I lost a significant amount of money. I’m completely new to trading and am now looking for some guidance and support on how I can rebuild my finances gradually and make more informed decisions going forward. I’d really appreciate any advice you can offer."},{"author":{"id":"4239130469639392","authorId":"4239130469639392","name":"Louisthefly","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4239130469639392","idStr":"4239130469639392"},"content":"They have and they are targeting some.US Stocks now","text":"They have and they are targeting some.US Stocks now","html":"They have and they are targeting some.US Stocks now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9040601463,"gmtCreate":1655650274153,"gmtModify":1676535677890,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"[21st June] Stocks To Beat Recession/Inflation 🚀💰✅","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/NTAP\">$NetApp(NTAP)$</a>It's just about the middle of the year, and there's no end in sight for stock market volatility.Investors, already reeling from sharp declines in stocks, were dealt another surprise last week as the Federal Reserve raised interest rates by three-quarters of a percentage point. The central bank was clear that it was taking steps to snuff out inflation, but its actions further fueled worries of an impending recession.Investors are searching for a reminder to keep their long-term objectives in focus. The top Wall Street pros are naming their favorite picks, even as uncertainty looms, according to TipRanks, which tracks the best performing analysts.Here are two&nbsp;stocks to highli","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/NTAP\">$NetApp(NTAP)$</a>It's just about the middle of the year, and there's no end in sight for stock market volatility.Investors, already reeling from sharp declines in stocks, were dealt another surprise last week as the Federal Reserve raised interest rates by three-quarters of a percentage point. The central bank was clear that it was taking steps to snuff out inflation, but its actions further fueled worries of an impending recession.Investors are searching for a reminder to keep their long-term objectives in focus. The top Wall Street pros are naming their favorite picks, even as uncertainty looms, according to TipRanks, which tracks the best performing analysts.Here are two&nbsp;stocks to highli","text":"$Apple(AAPL)$$NetApp(NTAP)$It's just about the middle of the year, and there's no end in sight for stock market volatility.Investors, already reeling from sharp declines in stocks, were dealt another surprise last week as the Federal Reserve raised interest rates by three-quarters of a percentage point. The central bank was clear that it was taking steps to snuff out inflation, but its actions further fueled worries of an impending recession.Investors are searching for a reminder to keep their long-term objectives in focus. The top Wall Street pros are naming their favorite picks, even as uncertainty looms, according to TipRanks, which tracks the best performing analysts.Here are two stocks to highli","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":2684,"commentSize":2,"repostSize":31,"link":"https://ttm.financial/post/9040601463","isVote":1,"tweetType":1,"viewCount":36947,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3564307384077743","idStr":"3564307384077743"},"content":"for long term, buy and close eyes","text":"for long term, buy and close eyes","html":"for long term, buy and close eyes"},{"author":{"id":"4090584048977470","authorId":"4090584048977470","name":"JeffChin6875","avatar":"https://static.tigerbbs.com/1110bea563cc57ed6967a9363f871bb3","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"4090584048977470","idStr":"4090584048977470"},"content":"This article is good, forward it to everyone","text":"This article is good, forward it to everyone","html":"This article is good, forward it to everyone"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981248236,"gmtCreate":1666534314225,"gmtModify":1676537766201,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Apple’s (AAPL) Top Designer Leaves ","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v> Apple's vice president of industrial design, Evans Hankey, is leaving the company, Apple confirmed to CNBC on Friday. Hankey took over for former Apple design chief Jony Ive three years ago when he left to start his own independent firm. Hankey has been responsible for much of Apple's industrial design work, from the look and feel of the company's hardware to the methods used to produce them in large volumes. She was never as well recognized as Ive, who is known in Apple lore as one of the key minds behind the introduction of the iMac, iPod and iPhone. Still, she was often quoted in the media after new products were launched, discussing specific design decisions and the way Apple's design team works. Ive was","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v> Apple's vice president of industrial design, Evans Hankey, is leaving the company, Apple confirmed to CNBC on Friday. Hankey took over for former Apple design chief Jony Ive three years ago when he left to start his own independent firm. Hankey has been responsible for much of Apple's industrial design work, from the look and feel of the company's hardware to the methods used to produce them in large volumes. She was never as well recognized as Ive, who is known in Apple lore as one of the key minds behind the introduction of the iMac, iPod and iPhone. Still, she was often quoted in the media after new products were launched, discussing specific design decisions and the way Apple's design team works. Ive was","text":"$Apple(AAPL)$ Apple's vice president of industrial design, Evans Hankey, is leaving the company, Apple confirmed to CNBC on Friday. Hankey took over for former Apple design chief Jony Ive three years ago when he left to start his own independent firm. Hankey has been responsible for much of Apple's industrial design work, from the look and feel of the company's hardware to the methods used to produce them in large volumes. She was never as well recognized as Ive, who is known in Apple lore as one of the key minds behind the introduction of the iMac, iPod and iPhone. Still, she was often quoted in the media after new products were launched, discussing specific design decisions and the way Apple's design team works. Ive was","images":[{"img":"https://community-static.tradeup.com/news/55ae8505b48348b4d56dda4d6f58bfcd","width":"477","height":"811"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1595,"commentSize":1001,"repostSize":48,"link":"https://ttm.financial/post/9981248236","isVote":1,"tweetType":1,"viewCount":39816,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$Apple(AAPL)$ Apple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks. Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares. While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.","text":"$Apple(AAPL)$ Apple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks. Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares. While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.","html":"$Apple(AAPL)$ Apple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks. Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares. While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside."},{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$Apple(AAPL)$ Apple iPhones are facing massive orders and suppliers, mainly Foxconn arescrambling to cope. Foxconn, formally Hon Hai Precision Industry Co Ltd, is Apple's biggest iPhone maker, producing 70% of iPhone shipments globally. It makes most of the phones at the Zhengzhou plant where it employs about 200,000 people, though it has other smaller production sites in India and south China.","text":"$Apple(AAPL)$ Apple iPhones are facing massive orders and suppliers, mainly Foxconn arescrambling to cope. Foxconn, formally Hon Hai Precision Industry Co Ltd, is Apple's biggest iPhone maker, producing 70% of iPhone shipments globally. It makes most of the phones at the Zhengzhou plant where it employs about 200,000 people, though it has other smaller production sites in India and south China.","html":"$Apple(AAPL)$ Apple iPhones are facing massive orders and suppliers, mainly Foxconn arescrambling to cope. Foxconn, formally Hon Hai Precision Industry Co Ltd, is Apple's biggest iPhone maker, producing 70% of iPhone shipments globally. It makes most of the phones at the Zhengzhou plant where it employs about 200,000 people, though it has other smaller production sites in India and south China."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":593227936195872,"gmtCreate":1785857446980,"gmtModify":1786084800141,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> &nbsp;Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise","listText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> &nbsp;Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise","text":"$CMBC CAPITAL(01141)$ @JC888 Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":104,"commentSize":33,"repostSize":881,"link":"https://ttm.financial/post/593227936195872","isVote":1,"tweetType":1,"viewCount":18097,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4239130469639392","authorId":"4239130469639392","name":"Louisthefly","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4239130469639392","idStr":"4239130469639392"},"content":"what are they called","text":"what are they called","html":"what are they called"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Have you looked into the company's financial statements for at least past 4 quarters to see where their revenues come from ? What does this company has to offer ? If services only, what is the customer base size ? More importantly, take it mentally (for now) that money invested is not coming back. Then decide if you want to hold on and see (& hope) that it will swing up to mitigate extent of losses. I don't follow HK market, unable to comment on market sentimentality and its trajectory. Apologies.","text":"Have you looked into the company's financial statements for at least past 4 quarters to see where their revenues come from ? What does this company has to offer ? If services only, what is the customer base size ? More importantly, take it mentally (for now) that money invested is not coming back. Then decide if you want to hold on and see (& hope) that it will swing up to mitigate extent of losses. I don't follow HK market, unable to comment on market sentimentality and its trajectory. Apologies.","html":"Have you looked into the company's financial statements for at least past 4 quarters to see where their revenues come from ? What does this company has to offer ? If services only, what is the customer base size ? More importantly, take it mentally (for now) that money invested is not coming back. Then decide if you want to hold on and see (& hope) that it will swing up to mitigate extent of losses. I don't follow HK market, unable to comment on market sentimentality and its trajectory. Apologies."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018085138,"gmtCreate":1648948792825,"gmtModify":1676534425824,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"3 Blue-Chip Stocks to Buy for April 2022 🚀✅","htmlText":"3 Blue-Chip Stocks to Buy for April 2022<a href=\"https://ttm.financial/S/V\">$Visa(V)$</a><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>1.&nbsp;Visa (V)Outside of the tech space, these next two companies have been some of the best performers over the last decade. Visa (NYSE:V) and MasterCard (NYSE:MA) run what I like to call a “toll booth” on transactions.There’s a secular trend that’s been underway for years, as consumers transition from cash and check to credit and debit. Additionally, the rise of online and digital sales has only fueled this move, as consumers obviously find it easy to shop.Specifically, with these two businesses, investors have been quick to critique the valuation by pointing out that Visa stock tra","listText":"3 Blue-Chip Stocks to Buy for April 2022<a href=\"https://ttm.financial/S/V\">$Visa(V)$</a><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>1.&nbsp;Visa (V)Outside of the tech space, these next two companies have been some of the best performers over the last decade. Visa (NYSE:V) and MasterCard (NYSE:MA) run what I like to call a “toll booth” on transactions.There’s a secular trend that’s been underway for years, as consumers transition from cash and check to credit and debit. Additionally, the rise of online and digital sales has only fueled this move, as consumers obviously find it easy to shop.Specifically, with these two businesses, investors have been quick to critique the valuation by pointing out that Visa stock tra","text":"3 Blue-Chip Stocks to Buy for April 2022$Visa(V)$$Apple(AAPL)$$NVIDIA Corp(NVDA)$1. Visa (V)Outside of the tech space, these next two companies have been some of the best performers over the last decade. Visa (NYSE:V) and MasterCard (NYSE:MA) run what I like to call a “toll booth” on transactions.There’s a secular trend that’s been underway for years, as consumers transition from cash and check to credit and debit. Additionally, the rise of online and digital sales has only fueled this move, as consumers obviously find it easy to shop.Specifically, with these two businesses, investors have been quick to critique the valuation by pointing out that Visa stock tra","images":[{"img":"https://community-static.tradeup.com/news/9f9efa02e193b77a7f1c09c3658e6f14","width":"750","height":"443"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":404,"commentSize":1156,"repostSize":163,"link":"https://ttm.financial/post/9018085138","isVote":1,"tweetType":1,"viewCount":60149,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$NVIDIA Corp(NVDA)$ Chip Prices Are Plunging. What It Means for Nvidia, Intel, and AMD Stock. Susquehanna is getting less bullish about three chip stocks. On Wednesday, semiconductor analyst Christopher Rolland lowered his price targets for Nvidia (ticker: NVDA) stock to $220 from $260, Advanced Micro Devices (AMD) stock to $120 from $140, and Intel (INTC) stock to $42 from $50, citing weakening demand for computers and PC graphics cards.","text":"$NVIDIA Corp(NVDA)$ Chip Prices Are Plunging. What It Means for Nvidia, Intel, and AMD Stock. Susquehanna is getting less bullish about three chip stocks. On Wednesday, semiconductor analyst Christopher Rolland lowered his price targets for Nvidia (ticker: NVDA) stock to $220 from $260, Advanced Micro Devices (AMD) stock to $120 from $140, and Intel (INTC) stock to $42 from $50, citing weakening demand for computers and PC graphics cards.","html":"$NVIDIA Corp(NVDA)$ Chip Prices Are Plunging. What It Means for Nvidia, Intel, and AMD Stock. Susquehanna is getting less bullish about three chip stocks. On Wednesday, semiconductor analyst Christopher Rolland lowered his price targets for Nvidia (ticker: NVDA) stock to $220 from $260, Advanced Micro Devices (AMD) stock to $120 from $140, and Intel (INTC) stock to $42 from $50, citing weakening demand for computers and PC graphics cards."},{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"Market News The S&P 500 briefly fell into bear market territory Friday, slipping more than 20% from its record high and potentially ending the bull run that began in March 2020. A reversal late in the day pushed the index higher at the market's close and saved it from reaching an official bear market designation. The S&P 500 managed to squeak 0.01% higher at Friday's closing bell, or about 18% down from its January 3 record high, after falling by as much as 2.3% earlier in the day. The move comes on the heels of seven straight weekly losses for the index and follows months of precipitous market drops. The S&P 500 has long been considered the most accurate measure of the nation's stock performance.","text":"Market News The S&P 500 briefly fell into bear market territory Friday, slipping more than 20% from its record high and potentially ending the bull run that began in March 2020. A reversal late in the day pushed the index higher at the market's close and saved it from reaching an official bear market designation. The S&P 500 managed to squeak 0.01% higher at Friday's closing bell, or about 18% down from its January 3 record high, after falling by as much as 2.3% earlier in the day. The move comes on the heels of seven straight weekly losses for the index and follows months of precipitous market drops. The S&P 500 has long been considered the most accurate measure of the nation's stock performance.","html":"Market News The S&P 500 briefly fell into bear market territory Friday, slipping more than 20% from its record high and potentially ending the bull run that began in March 2020. A reversal late in the day pushed the index higher at the market's close and saved it from reaching an official bear market designation. The S&P 500 managed to squeak 0.01% higher at Friday's closing bell, or about 18% down from its January 3 record high, after falling by as much as 2.3% earlier in the day. The move comes on the heels of seven straight weekly losses for the index and follows months of precipitous market drops. The S&P 500 has long been considered the most accurate measure of the nation's stock performance."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":334233004355824,"gmtCreate":1722633154761,"gmtModify":1722633338760,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Daily Scoop 🍨: NVIDIA (NVDA) Value Is Amazing, Time To Buy 💪👆🚀","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Volatility continued for Nvidia stock on Thursday. The artificial intelligence (AI) leader's share ended the daily session down 6.7%, according to data from S&amp;P Global Market Intelligence. And The shares dropped another 5% in morning trading on Friday. After posting big gains Wednesday, Nvidia stock initially looked poised to see another day of gains thanks to strong demand indicators following the publication of Meta Platforms' Q2 results and guidance. But macroeconomic concerns took center stage for the broader stock market, and the highlighting of related risk factors drove big sell-offs for the chip specialist. Nvidia stock has been in topsy-turvy mode lately Nvidia's pullback today","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Volatility continued for Nvidia stock on Thursday. The artificial intelligence (AI) leader's share ended the daily session down 6.7%, according to data from S&amp;P Global Market Intelligence. And The shares dropped another 5% in morning trading on Friday. After posting big gains Wednesday, Nvidia stock initially looked poised to see another day of gains thanks to strong demand indicators following the publication of Meta Platforms' Q2 results and guidance. But macroeconomic concerns took center stage for the broader stock market, and the highlighting of related risk factors drove big sell-offs for the chip specialist. Nvidia stock has been in topsy-turvy mode lately Nvidia's pullback today","text":"$NVIDIA Corp(NVDA)$ Volatility continued for Nvidia stock on Thursday. The artificial intelligence (AI) leader's share ended the daily session down 6.7%, according to data from S&P Global Market Intelligence. And The shares dropped another 5% in morning trading on Friday. After posting big gains Wednesday, Nvidia stock initially looked poised to see another day of gains thanks to strong demand indicators following the publication of Meta Platforms' Q2 results and guidance. But macroeconomic concerns took center stage for the broader stock market, and the highlighting of related risk factors drove big sell-offs for the chip specialist. Nvidia stock has been in topsy-turvy mode lately Nvidia's pullback today","images":[{"img":"https://community-static.tradeup.com/news/97b5e6a731204e14b2afa5a844fe4427","width":"679","height":"404"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2654,"commentSize":11,"repostSize":209,"link":"https://ttm.financial/post/334233004355824","isVote":1,"tweetType":1,"viewCount":16515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$NVIDIA(NVDA)$ Nvidia (NVDA) stock has been a fantastic performer over the short and long terms. Shares of the artificial intelligence (AI) chip and infrastructure leader have returned 1,440% and 26,960% over the last three years and decade, respectively, as of Friday, Oct. 17. These performances have transformed a $1,000 investment into $15,400 and $270,600, respectively. By comparison, one grand invested in the S&P 500 index has turned into $1,894 in three years and $3,910 in 10 years. With Nvidia stock's eye-popping gains, it's easy to wonder if you missed your chance at buying shares. The answer is no, in my view, as Nvidia stock has many years of great performance left. There are two reasons for my optimism. First, the AI revolution is still in its early stages. Second, Nvidia's graphics processing units (GPUs) are the gold standard for processing AI workloads, and there is no indication that they're in danger of losing that status, at least not for some time. Below are my prediction ranges (a best case and a base case) for Nvidia stock's price in about five years, or by the end of 2030. My estimates are built upon data provided by Nvidia's CEO and CFO on the company's most recent quarterly earnings call. (Nvidia's earnings calls are chock-full of valuable data -- and listening to them is worth the time.) Calculating my Nvidia stock price target ranges for 2030 Now, I'll use the numbers calculated above to come up with price target ranges for Nvidia stock in about five years. Two additional data points needed: Nvidia stock's closing price on Oct. 17: $183.22. Nvidia's AI-driven data center revenue was $41.1 billion (of its total revenue of $46.7 billion) in its most recently reported quarter (fiscal Q2, ended July 27). This equates to an annual run rate of $164.4 billion ($41.4 billion X 4). Nvidia stock best-case price target in five years: $1,942 to $3,115. Nvidia's projected AI infrastructure revenue in five years: $1.74 trillion to $2.8 trillion. Nvidia's AI infrastructure revenue currently: annual revenue run rate of $164.4 billion. Step 1 numbers divided by Step 2 number: 10.6 to 17.0. This means Nvidia's annual data center revenue should increase by 10.6 to 17.0 times in 5 years.","text":"$NVIDIA(NVDA)$ Nvidia (NVDA) stock has been a fantastic performer over the short and long terms. Shares of the artificial intelligence (AI) chip and infrastructure leader have returned 1,440% and 26,960% over the last three years and decade, respectively, as of Friday, Oct. 17. These performances have transformed a $1,000 investment into $15,400 and $270,600, respectively. By comparison, one grand invested in the S&P 500 index has turned into $1,894 in three years and $3,910 in 10 years. With Nvidia stock's eye-popping gains, it's easy to wonder if you missed your chance at buying shares. The answer is no, in my view, as Nvidia stock has many years of great performance left. There are two reasons for my optimism. First, the AI revolution is still in its early stages. Second, Nvidia's graphics processing units (GPUs) are the gold standard for processing AI workloads, and there is no indication that they're in danger of losing that status, at least not for some time. Below are my prediction ranges (a best case and a base case) for Nvidia stock's price in about five years, or by the end of 2030. My estimates are built upon data provided by Nvidia's CEO and CFO on the company's most recent quarterly earnings call. (Nvidia's earnings calls are chock-full of valuable data -- and listening to them is worth the time.) Calculating my Nvidia stock price target ranges for 2030 Now, I'll use the numbers calculated above to come up with price target ranges for Nvidia stock in about five years. Two additional data points needed: Nvidia stock's closing price on Oct. 17: $183.22. Nvidia's AI-driven data center revenue was $41.1 billion (of its total revenue of $46.7 billion) in its most recently reported quarter (fiscal Q2, ended July 27). This equates to an annual run rate of $164.4 billion ($41.4 billion X 4). Nvidia stock best-case price target in five years: $1,942 to $3,115. Nvidia's projected AI infrastructure revenue in five years: $1.74 trillion to $2.8 trillion. Nvidia's AI infrastructure revenue currently: annual revenue run rate of $164.4 billion. Step 1 numbers divided by Step 2 number: 10.6 to 17.0. This means Nvidia's annual data center revenue should increase by 10.6 to 17.0 times in 5 years.","html":"$NVIDIA(NVDA)$ Nvidia (NVDA) stock has been a fantastic performer over the short and long terms. Shares of the artificial intelligence (AI) chip and infrastructure leader have returned 1,440% and 26,960% over the last three years and decade, respectively, as of Friday, Oct. 17. These performances have transformed a $1,000 investment into $15,400 and $270,600, respectively. By comparison, one grand invested in the S&P 500 index has turned into $1,894 in three years and $3,910 in 10 years. With Nvidia stock's eye-popping gains, it's easy to wonder if you missed your chance at buying shares. The answer is no, in my view, as Nvidia stock has many years of great performance left. There are two reasons for my optimism. First, the AI revolution is still in its early stages. Second, Nvidia's graphics processing units (GPUs) are the gold standard for processing AI workloads, and there is no indication that they're in danger of losing that status, at least not for some time. Below are my prediction ranges (a best case and a base case) for Nvidia stock's price in about five years, or by the end of 2030. My estimates are built upon data provided by Nvidia's CEO and CFO on the company's most recent quarterly earnings call. (Nvidia's earnings calls are chock-full of valuable data -- and listening to them is worth the time.) Calculating my Nvidia stock price target ranges for 2030 Now, I'll use the numbers calculated above to come up with price target ranges for Nvidia stock in about five years. Two additional data points needed: Nvidia stock's closing price on Oct. 17: $183.22. Nvidia's AI-driven data center revenue was $41.1 billion (of its total revenue of $46.7 billion) in its most recently reported quarter (fiscal Q2, ended July 27). This equates to an annual run rate of $164.4 billion ($41.4 billion X 4). Nvidia stock best-case price target in five years: $1,942 to $3,115. Nvidia's projected AI infrastructure revenue in five years: $1.74 trillion to $2.8 trillion. Nvidia's AI infrastructure revenue currently: annual revenue run rate of $164.4 billion. Step 1 numbers divided by Step 2 number: 10.6 to 17.0. This means Nvidia's annual data center revenue should increase by 10.6 to 17.0 times in 5 years."},{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"content":"Nvidia's wild ride continues! Massive gains and sharp drops show just how volatile the market can be. Keeping an eye on the AI leader's next moves.","text":"Nvidia's wild ride continues! Massive gains and sharp drops show just how volatile the market can be. Keeping an eye on the AI leader's next moves.","html":"Nvidia's wild ride continues! Massive gains and sharp drops show just how volatile the market can be. Keeping an eye on the AI leader's next moves."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":361138517672144,"gmtCreate":1729208678054,"gmtModify":1729250630188,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Daily Scoop🍨: Nvidia (NVDA) Goes Up As TSMC Lights Up In Outstanding AI Chip Market Growth 🚀👍","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This is an excerpt from MarketWatch : If there was any concern about the health of the artificial-intelligence chip market currently, Taiwan Semiconductor Manufacturing Co. (TSMC) put that to rest with its latest results. That sparked a rally in some AI stocks on Thursday, though Nvidia shares $(NVDA)$ pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's current closing high is $138.07, hit on Monday, but Nvidia ended at $136.93 on Thursday. Shares did touch as high as $140.89 on Thursday for their first new intraday high since June, according to Dow Jones Market Data. Shares of Advanced Micro Devices Inc. $(AMD)$ gave bac","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This is an excerpt from MarketWatch : If there was any concern about the health of the artificial-intelligence chip market currently, Taiwan Semiconductor Manufacturing Co. (TSMC) put that to rest with its latest results. That sparked a rally in some AI stocks on Thursday, though Nvidia shares $(NVDA)$ pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's current closing high is $138.07, hit on Monday, but Nvidia ended at $136.93 on Thursday. Shares did touch as high as $140.89 on Thursday for their first new intraday high since June, according to Dow Jones Market Data. Shares of Advanced Micro Devices Inc. $(AMD)$ gave bac","text":"$NVIDIA Corp(NVDA)$ This is an excerpt from MarketWatch : If there was any concern about the health of the artificial-intelligence chip market currently, Taiwan Semiconductor Manufacturing Co. (TSMC) put that to rest with its latest results. That sparked a rally in some AI stocks on Thursday, though Nvidia shares $(NVDA)$ pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's current closing high is $138.07, hit on Monday, but Nvidia ended at $136.93 on Thursday. Shares did touch as high as $140.89 on Thursday for their first new intraday high since June, according to Dow Jones Market Data. Shares of Advanced Micro Devices Inc. $(AMD)$ gave bac","images":[{"img":"https://community-static.tradeup.com/news/a159a00414457041b6f7899f0b3f86c4","width":"1179","height":"931"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1725,"commentSize":5,"repostSize":343,"link":"https://ttm.financial/post/361138517672144","isVote":1,"tweetType":1,"viewCount":12693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9056348041,"gmtCreate":1654955814583,"gmtModify":1676535539093,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Tesla (TSLA) Stock Split 1:3 Updates","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","text":"$Tesla Motors(TSLA)$Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","images":[{"img":"https://community-static.tradeup.com/news/7cb8cd4b935a98535f3f54741930f111","width":"640","height":"429"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1577,"commentSize":0,"repostSize":23,"link":"https://ttm.financial/post/9056348041","isVote":1,"tweetType":1,"viewCount":30710,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"content":"$Tesla Motors(TSLA)$ Latest News Tesla raised prices for all its car models in the United States, its latest price hike amid ongoing global supply-chain issues. The electric carmaker increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month.","text":"$Tesla Motors(TSLA)$ Latest News Tesla raised prices for all its car models in the United States, its latest price hike amid ongoing global supply-chain issues. The electric carmaker increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month.","html":"$Tesla Motors(TSLA)$ Latest News Tesla raised prices for all its car models in the United States, its latest price hike amid ongoing global supply-chain issues. The electric carmaker increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month."},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Is this mr musk way of enriching himself after selling a chunk of his shares to finance his supposed TWTR purchase?? With the split he gets more shares again based on existg shares? U gonna help?","text":"Is this mr musk way of enriching himself after selling a chunk of his shares to finance his supposed TWTR purchase?? With the split he gets more shares again based on existg shares? U gonna help?","html":"Is this mr musk way of enriching himself after selling a chunk of his shares to finance his supposed TWTR purchase?? With the split he gets more shares again based on existg shares? U gonna help?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328128014626840,"gmtCreate":1721139351021,"gmtModify":1721140181686,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Daily Scoop 🍨: Phunware (PHUN) A Buy Now Until Christmas (Target $8)","htmlText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>&nbsp; Big movements in Phunware Inc. stock price on Monday moving 28.25% between high and low Buy candidate since Jul 15, 2024. The Phunware Inc. stock price gained 0.94% on the last trading day (Monday, 15th Jul 2024), rising from $5.83 to $5.89. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 28.25% from a day low at $5.84 to a day high of $7.49. The price has risen in 6 of the last 10 days and is up by 7.19% over the past 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 12 million more shares were traded than","listText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>&nbsp; Big movements in Phunware Inc. stock price on Monday moving 28.25% between high and low Buy candidate since Jul 15, 2024. The Phunware Inc. stock price gained 0.94% on the last trading day (Monday, 15th Jul 2024), rising from $5.83 to $5.89. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 28.25% from a day low at $5.84 to a day high of $7.49. The price has risen in 6 of the last 10 days and is up by 7.19% over the past 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 12 million more shares were traded than","text":"$Phunware, Inc.(PHUN)$ Big movements in Phunware Inc. stock price on Monday moving 28.25% between high and low Buy candidate since Jul 15, 2024. The Phunware Inc. stock price gained 0.94% on the last trading day (Monday, 15th Jul 2024), rising from $5.83 to $5.89. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 28.25% from a day low at $5.84 to a day high of $7.49. The price has risen in 6 of the last 10 days and is up by 7.19% over the past 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 12 million more shares were traded than","images":[{"img":"https://community-static.tradeup.com/news/6645024921f0063e9613492615f9ce9a","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1939,"commentSize":9,"repostSize":121,"link":"https://ttm.financial/post/328128014626840","isVote":1,"tweetType":1,"viewCount":8465,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000479","authorId":"9000000000000479","name":"glimmero","avatar":"https://static.tigerbbs.com/9e5f3c34ca3b3743623fe1884a908495","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000479","idStr":"9000000000000479"},"content":"Interesting analysis","text":"Interesting analysis","html":"Interesting analysis"},{"author":{"id":"9000000000000338","authorId":"9000000000000338","name":"jollyfo","avatar":"https://static.tigerbbs.com/5542e95e8b2dae009b1c8a6854d922ee","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000338","idStr":"9000000000000338"},"content":"Management do not deserve to work for Trump if they keep selling shares this week. People must be united. Pass the word.","text":"Management do not deserve to work for Trump if they keep selling shares this week. People must be united. Pass the word.","html":"Management do not deserve to work for Trump if they keep selling shares this week. People must be united. Pass the word."}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}