After reporting earnings on We-To The Moon - Tiger Brokers Online Investing Community - To The Moon

After reporting earnings on Wednesday evening, Micron (MU) surged nearly 16% on Thursday. Not 16% from some beaten-down base. This was a stock that had already hit an all-time high of $1,134 just days earlier. And it still popped 16%.Micron posted fiscal Q3 2026 revenue of $41.46 billion. That’s not a typo. Just last year in the same quarter, they did $9.3 billion. In other words, revenue more than quadrupled year-over-year.

Analysts expected Q4 revenue of around $43 billion. Micron guided to $50 billion.That’s nearly a $7 billion beat on guidance.

Free cash flow in Q4 is expected to exceed $30 billion. HBM3E and HBM4 are fully booked through calendar 2027, with demand already extending into 2028. They also locked in $22 billion in strategic customer agreements, including $18 billion in upfront cash deposits. Customers are essentially pre-paying to secure memory supply.

More Micron orders means more machines needed to make the chips. Teradyne (TER) and Corning (GLW) also had strong days, up around 10 to 11% respectively. You might wonder what a fiber optics company like Corning has to do with memory chips. The answer is that as AI data centers scale, everything around them scales with it, from testing equipment to optical connectivity.

Samsung, SK Hynix, Micron Sued for DRAM Price-Fixing: Super Cycle Turning?

Memory stocks sold off sharply — Micron (MU) fell 6.69%, SanDisk cratered 10.46%, and SOXL plunged 14.65% Three small businesses filed antitrust lawsuit against Samsung, SK Hynix, and Micron. Plaintiffs allege the three firms, which control the vast majority of global DRAM supply. With legal risk now compounding post-parabolic profit-taking, will this lawsuit shake the super-cycle thesis — and are you buying this dip or stepping aside?

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They also locked in $22 billion in strategic customer agreements, including $18 billion in upfront cash deposits. Customers are essentially pre-paying to secure memory supply. More Micron orders means more machines needed to make the chips. Teradyne (TER) and Corning (GLW) also had strong days, up around 10 to 11% respectively. You might wonder what a fiber optics company like Corning has to do with memory chips. 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