Micron Technology (MU) : Zenith Stock !!!!!

Micron Technology

MU was in focus this week for its fiscal fourth-quarter report. The memory-chip maker posted record quarterly revenue of $54.23 billion, above the $51.13 billion consensus estimate, while adjusted EPS of $33.42 beat the $31.50 estimate.

Micron also guided fiscal first-quarter revenue to $61.5 billion ± $1.5 billion and adjusted EPS to $38.15 ± $1.00, supported by strong AI-driven memory demand. The company said HBM4 shipments are already in high volume for a lead customer, while HBM4E production is expected in 2027, reinforcing investor focus on Micron’s role in AI infrastructure growth. CFO Mark Murphy outlined a specific timeline for utilizing the semiconductor manufacturer’s cash reserves as it ended its fiscal year 2026 with $73.48 billion in cash and investments.

From Leaders to Laggards — Are Memory Stocks Waiting on Micron?

Memory gave back Wednesday what it made Tuesday: SanDisk -3.73% to $1,816.57, SK Hynix -3.12% to $189.28, Micron -2.22% to $1,071.88. Rising yields hit high-multiple assets first, and memory had run hardest. The test is next week: Micron reports after the close on Sept 30 ET, with the quarter's revenue and gross margin, HBM4 shipments, order coverage and the 2027 outlook in focus. Bulls say price hikes and locked orders predate the print, so it only confirms them; bears say prices already assume a strong 2027 — one soft notch costs more than 3%. Would a strong print end the pullback?

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daz999999999
10-04 23:08
daz999999999
$Tesla Motors(TSLA)$
$Micron Technology(MU)$

$Tesla Motors(TSLA)$

Elon Musk recently stated that Tesla had to cut the memory specifications on its upcoming robot chips because it was "the only way to get enough volume for Optimus production".

Key Comments on Micron and Memory

Cutting Optimus RAM: Musk explained that Tesla reduced memory on its chips (such as cutting the AI5 and AI6 chip memory allocations) to scale humanoid robot manufacturing. He noted this has a negligible effect on performance because memory bandwidth is a bigger constraint than total capacity.

Memory as an AI Bottleneck: Musk has highlighted that memory supply is currently AI and robotics's biggest bottleneck, noting that demand is growing at 200% annually compared to just 20% supply growth.

Public Thanks to Micron: Earlier during a quarterly earnings call, Musk publicly thanked Micron Technology for giving Tesla a "very significant allocation" of memory chips on "reasonable terms" amidst an industry-wide supply crunch and "insane" pricing.

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