• LanceljxLanceljx
      ·22:13
      $Micron Technology(MU)$  Here is a considered, structured perspective on Micron’s strength, memory sector positioning, and the broader semiconductor landscape: --- 1. Micron’s Outperformance in Context Micron’s recent earnings beat and strong guidance reflect a favourable combination of supply discipline and robust end-market demand, especially in AI-related infrastructure. Tight supply in memory naturally supports pricing and margin stability, which in turn fuels share performance. The market reaction shows confidence in the current cycle, but elevated expectations can also compress future upside if results normalise even modestly. Key points to watch for Micron over the next few quarters: Sustainability of product pricing in DRAM and NAND, In
      0Comment
      Report
    • MrzorroMrzorro
      ·15:51
      Forget the Sell-Off: Micron Proves the AI Feast Is Just Beginning $Micron Technology(MU)$  , the US memory hegemon, the world's third largest DRAM maker, and fourth largest NAND manufacturer, released its FY2026 Q1 earnings after the bell. Although the market reaction to $Oracle(ORCL)$   and $Broadcom(AVGO)$   was poor last week, Micron handed in a report and guidance that far exceeded market expectations. Three Things to Watch Management Raises 2028 HBM Market Forecast, Hitting the $100 Billion Mark Two Years Early Since HBM is often bundled with A
      330Comment
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    • Richard0208Richard0208
      ·00:06
      82Comment
      Report
    • ETF_TrackerETF_Tracker
      ·12-17 18:12

      🔥Direxion ETF Weekly Trading Themes: AI Weakens, Small Caps Lead & MU

      Charts in FocusTech / Mag 7 Rotation Out, Small Caps Rotation In$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ clearly benefited from the pullback in the NASDAQ 100.Trading Themes for the Week from Direxion 1. $Direxion Daily MU Bull 2X Shares(MUU)$Assets under management are once again approaching USD 400 million.MU shares have risen after HSBC initiated coverage with a Buy rating, calling it a “key beneficiary of an extended supercycle.”Post-earnings volatility expected around ±8.3% following Wednesday’s report.2. $Direxion Daily AVGO Bull 2X Shares(AVL)$ / $Direxion Daily AVGO Bear 1X Shares(AVS)$Broadcom’s post
      1.46KComment
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      🔥Direxion ETF Weekly Trading Themes: AI Weakens, Small Caps Lead & MU
    • AntonyGeorgeAntonyGeorge
      ·12-17 17:48
      60Comment
      Report
    • OptionsAuraOptionsAura
      ·12-17 14:52

      MU's financial report tonight, how to lay out

      $Micron Technology (MU) $The new quarterly financial report will be released on December 17, 2025 (after the U.S. stock market closes). The market pays attention to the pricing and supply and demand environment of HBM and DDR5 driven by AI, as well as the continuity of memory demand from data centers and smart terminals.Market ForecastConsensus estimates show that Micron Technology's total revenue for the quarter is expected to be $12.709 billion, a year-on-year increase of 45.90%; Adjusted earnings per share are expected to be $3.86, a year-over-year increase of 122.52%; EBIT is expected to be US $5.068 billion, a year-on-year increase of 117.68%. The company gave optimistic guidance for this quarter in the last quarter's earnings conference call, foc
      1.03KComment
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      MU's financial report tonight, how to lay out
    • Dahmenna szceeDahmenna szcee
      ·12-17 05:22
      149Comment
      Report
    • koolgalkoolgal
      ·12-16 05:39

      Micron At Crossroads: Can It Soar To New Highs?

      🌟🌟🌟$Micron Technology(MU)$  is set to release its Q1 fiscal 2026 earnings on Wednesday December 17 and the stakes couldn't be higher.  In a market still reeling from Tech Meltdown Friday , Micron stands as a beacon of the AI boom.  Wall Street is watching to see if this memory giant can defy gravity and hit breathtaking new highs. Despite recent volatility and a slight downturn linked to broader tech jitters, Micron had an incredible year, climbing to 152% year todate. The AI Rocket Fuel and Recent Headwinds  Expectations are high and for good reason.  Micron is the beating heart of the AI data centre revolution.  Analysts expect strong results with revenue forecasted around USD 12.54 billion a
      85219
      Report
      Micron At Crossroads: Can It Soar To New Highs?
    • AN88AN88
      ·12-16 03:31
      $Micron Technology(MU)$  yes innovative company 
      237Comment
      Report
    • Vincentan59Vincentan59
      ·12-15 23:38
      $Micron Technology(MU)$  it will be bearish until  years end 2025[Cool]  [Cool]  [Cool]  [Cool]  
      87Comment
      Report
    • MoneyGraberMoneyGraber
      ·12-15
      Will go up and drawback to take profits.
      79Comment
      Report
    • ShyonShyon
      ·12-15
      Heading into Micron's earnings on December 17, I do think expectations are clearly elevated, but not without reason. Goldman Sachs' forecast of $13.2 billion in revenue and $4.15 in EPS suggests Micron is still benefiting from a very strong memory upcycle, especially driven by AI-related demand. When leading banks are willing to go meaningfully above consensus, it usually reflects strong visibility rather than short-term optimism alone. That said, with Micron already up more than 190% this year, the bar for a post-earnings rally is extremely high. Even if Micron beats estimates, the stock's reaction will likely depend more on forward guidance than on the headline numbers. If management signals continued tight supply, firm pricing, and sustained AI-driven demand into 2025, I think new highs
      5806
      Report
    • LanceljxLanceljx
      ·12-15
      $Micron Technology(MU)$  Micron’s earnings may indeed beat consensus, but whether the stock makes new highs is a separate question. Post-earnings reaction With the stock up more than 190% year to date, expectations are already elevated. A beat on revenue and EPS alone may not be sufficient. The market will focus on forward guidance, particularly HBM pricing, customer concentration, and capacity discipline. Any hint of margin peaking or aggressive capex could trigger a “sell-the-news” response, even on strong results. Near-term setup To push decisively higher, Micron likely needs upside guidance for FY2026 or clear evidence that HBM demand from AI accelerators remains structurally undersupplied. Without that, upside may be more gradual rather th
      4782
      Report
    • KohKohKrunchKohKohKrunch
      ·12-15
      $Micron Technology(MU)$   Memory Stocks Surge: Can Micron Hit New Highs After Earnings? Title: Micron Earnings: The "Beat and Raise" is Priced In. The Question is Guidance. Micron is up 190% YTD. The entire street knows Q3 will beat. The only thing that matters on Dec 17 is Fiscal Q4 and 2026 guidance. Can it hit new highs? It will come down to one word: sustainability. · Bull Case (New Highs): Micron guides for continued strong pricing power and demand into 2026, citing AI server buildouts (HBM) and a recovering PC/phone market. They signal that the memory cycle has "flattened the curve," moving away from violent boom-bust cycles. This could spark another leg up. · Bear Case (Sell-the-News): The beat is modest, and guidance is merely "in-
      373Comment
      Report
    • FTGRFTGR
      ·12-15
      $Micron Technology(MU)$  quite risky, maybe wait and see first..
      232Comment
      Report
    • MaxWinMaxWin
      ·12-13
      $Micron Technology(MU)$  how come crucial stop making memory chip?? And now ddr4 and ddr5 desktop ram sky rocketing 
      275Comment
      Report
    • zhinglezhingle
      ·12-12
      $Micron Technology(MU)$   🚀 Goldman Turns Bullish on Micron: Is a New All-Time High After Earnings Now Inevitable? With Micron’s earnings set for December 17, the Street is heating up — and this time, it’s not just hype. Goldman Sachs just upgraded their outlook and is now calling for Micron to beat expectations across every major metric. 📊 Goldman’s Forecast vs Wall Street • Revenue: $13.2B (vs the Street’s $12.7B) • EPS: $4.15 (vs consensus $3.84) • Tone: Expecting another “positive surprise” driven by AI demand • Bank of America: PT raised to $250, signalling confidence in multi-quarter upside And all of this is happening after Micron has already surged over 190% YTD, making it one of the strongest large-cap semiconductor performers of
      455Comment
      Report
    • BahankingBahanking
      ·12-12
      $Micron Technology(MU)$  memory prices going up and hence why
      272Comment
      Report
    • LanceljxLanceljx
      ·22:13
      $Micron Technology(MU)$  Here is a considered, structured perspective on Micron’s strength, memory sector positioning, and the broader semiconductor landscape: --- 1. Micron’s Outperformance in Context Micron’s recent earnings beat and strong guidance reflect a favourable combination of supply discipline and robust end-market demand, especially in AI-related infrastructure. Tight supply in memory naturally supports pricing and margin stability, which in turn fuels share performance. The market reaction shows confidence in the current cycle, but elevated expectations can also compress future upside if results normalise even modestly. Key points to watch for Micron over the next few quarters: Sustainability of product pricing in DRAM and NAND, In
      0Comment
      Report
    • MrzorroMrzorro
      ·15:51
      Forget the Sell-Off: Micron Proves the AI Feast Is Just Beginning $Micron Technology(MU)$  , the US memory hegemon, the world's third largest DRAM maker, and fourth largest NAND manufacturer, released its FY2026 Q1 earnings after the bell. Although the market reaction to $Oracle(ORCL)$   and $Broadcom(AVGO)$   was poor last week, Micron handed in a report and guidance that far exceeded market expectations. Three Things to Watch Management Raises 2028 HBM Market Forecast, Hitting the $100 Billion Mark Two Years Early Since HBM is often bundled with A
      330Comment
      Report
    • ETF_TrackerETF_Tracker
      ·12-17 18:12

      🔥Direxion ETF Weekly Trading Themes: AI Weakens, Small Caps Lead & MU

      Charts in FocusTech / Mag 7 Rotation Out, Small Caps Rotation In$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ clearly benefited from the pullback in the NASDAQ 100.Trading Themes for the Week from Direxion 1. $Direxion Daily MU Bull 2X Shares(MUU)$Assets under management are once again approaching USD 400 million.MU shares have risen after HSBC initiated coverage with a Buy rating, calling it a “key beneficiary of an extended supercycle.”Post-earnings volatility expected around ±8.3% following Wednesday’s report.2. $Direxion Daily AVGO Bull 2X Shares(AVL)$ / $Direxion Daily AVGO Bear 1X Shares(AVS)$Broadcom’s post
      1.46KComment
      Report
      🔥Direxion ETF Weekly Trading Themes: AI Weakens, Small Caps Lead & MU
    • OptionsAuraOptionsAura
      ·12-17 14:52

      MU's financial report tonight, how to lay out

      $Micron Technology (MU) $The new quarterly financial report will be released on December 17, 2025 (after the U.S. stock market closes). The market pays attention to the pricing and supply and demand environment of HBM and DDR5 driven by AI, as well as the continuity of memory demand from data centers and smart terminals.Market ForecastConsensus estimates show that Micron Technology's total revenue for the quarter is expected to be $12.709 billion, a year-on-year increase of 45.90%; Adjusted earnings per share are expected to be $3.86, a year-over-year increase of 122.52%; EBIT is expected to be US $5.068 billion, a year-on-year increase of 117.68%. The company gave optimistic guidance for this quarter in the last quarter's earnings conference call, foc
      1.03KComment
      Report
      MU's financial report tonight, how to lay out
    • koolgalkoolgal
      ·12-16 05:39

      Micron At Crossroads: Can It Soar To New Highs?

      🌟🌟🌟$Micron Technology(MU)$  is set to release its Q1 fiscal 2026 earnings on Wednesday December 17 and the stakes couldn't be higher.  In a market still reeling from Tech Meltdown Friday , Micron stands as a beacon of the AI boom.  Wall Street is watching to see if this memory giant can defy gravity and hit breathtaking new highs. Despite recent volatility and a slight downturn linked to broader tech jitters, Micron had an incredible year, climbing to 152% year todate. The AI Rocket Fuel and Recent Headwinds  Expectations are high and for good reason.  Micron is the beating heart of the AI data centre revolution.  Analysts expect strong results with revenue forecasted around USD 12.54 billion a
      85219
      Report
      Micron At Crossroads: Can It Soar To New Highs?
    • Richard0208Richard0208
      ·00:06
      82Comment
      Report
    • ShyonShyon
      ·12-15
      Heading into Micron's earnings on December 17, I do think expectations are clearly elevated, but not without reason. Goldman Sachs' forecast of $13.2 billion in revenue and $4.15 in EPS suggests Micron is still benefiting from a very strong memory upcycle, especially driven by AI-related demand. When leading banks are willing to go meaningfully above consensus, it usually reflects strong visibility rather than short-term optimism alone. That said, with Micron already up more than 190% this year, the bar for a post-earnings rally is extremely high. Even if Micron beats estimates, the stock's reaction will likely depend more on forward guidance than on the headline numbers. If management signals continued tight supply, firm pricing, and sustained AI-driven demand into 2025, I think new highs
      5806
      Report
    • AntonyGeorgeAntonyGeorge
      ·12-17 17:48
      60Comment
      Report
    • Dahmenna szceeDahmenna szcee
      ·12-17 05:22
      149Comment
      Report
    • LanceljxLanceljx
      ·12-15
      $Micron Technology(MU)$  Micron’s earnings may indeed beat consensus, but whether the stock makes new highs is a separate question. Post-earnings reaction With the stock up more than 190% year to date, expectations are already elevated. A beat on revenue and EPS alone may not be sufficient. The market will focus on forward guidance, particularly HBM pricing, customer concentration, and capacity discipline. Any hint of margin peaking or aggressive capex could trigger a “sell-the-news” response, even on strong results. Near-term setup To push decisively higher, Micron likely needs upside guidance for FY2026 or clear evidence that HBM demand from AI accelerators remains structurally undersupplied. Without that, upside may be more gradual rather th
      4782
      Report
    • KohKohKrunchKohKohKrunch
      ·12-15
      $Micron Technology(MU)$   Memory Stocks Surge: Can Micron Hit New Highs After Earnings? Title: Micron Earnings: The "Beat and Raise" is Priced In. The Question is Guidance. Micron is up 190% YTD. The entire street knows Q3 will beat. The only thing that matters on Dec 17 is Fiscal Q4 and 2026 guidance. Can it hit new highs? It will come down to one word: sustainability. · Bull Case (New Highs): Micron guides for continued strong pricing power and demand into 2026, citing AI server buildouts (HBM) and a recovering PC/phone market. They signal that the memory cycle has "flattened the curve," moving away from violent boom-bust cycles. This could spark another leg up. · Bear Case (Sell-the-News): The beat is modest, and guidance is merely "in-
      373Comment
      Report
    • AN88AN88
      ·12-16 03:31
      $Micron Technology(MU)$  yes innovative company 
      237Comment
      Report
    • Vincentan59Vincentan59
      ·12-15 23:38
      $Micron Technology(MU)$  it will be bearish until  years end 2025[Cool]  [Cool]  [Cool]  [Cool]  
      87Comment
      Report
    • zhinglezhingle
      ·12-12
      $Micron Technology(MU)$   🚀 Goldman Turns Bullish on Micron: Is a New All-Time High After Earnings Now Inevitable? With Micron’s earnings set for December 17, the Street is heating up — and this time, it’s not just hype. Goldman Sachs just upgraded their outlook and is now calling for Micron to beat expectations across every major metric. 📊 Goldman’s Forecast vs Wall Street • Revenue: $13.2B (vs the Street’s $12.7B) • EPS: $4.15 (vs consensus $3.84) • Tone: Expecting another “positive surprise” driven by AI demand • Bank of America: PT raised to $250, signalling confidence in multi-quarter upside And all of this is happening after Micron has already surged over 190% YTD, making it one of the strongest large-cap semiconductor performers of
      455Comment
      Report
    • MoneyGraberMoneyGraber
      ·12-15
      Will go up and drawback to take profits.
      79Comment
      Report
    • FTGRFTGR
      ·12-15
      $Micron Technology(MU)$  quite risky, maybe wait and see first..
      232Comment
      Report
    • MaxWinMaxWin
      ·12-13
      $Micron Technology(MU)$  how come crucial stop making memory chip?? And now ddr4 and ddr5 desktop ram sky rocketing 
      275Comment
      Report
    • BahankingBahanking
      ·12-12
      $Micron Technology(MU)$  memory prices going up and hence why
      272Comment
      Report