To The Moon

$Micron Technology(MU)$   Chiong chiong believe it will be up in longterm

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$Micron Technology(MU)$  good to go

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$Micron Solutions, Inc.(MICRD)$ Micron just crushed Q4 with $11.32 billion in revenue—smashing the $11.22 billion whisper number—and adjusted EPS of $3.03, leaving the $2.86 forecast in the dust. Net income exploded to $3.2 billion from last year's $887 million, fueled by insatiable AI demand for high-bandwidth memory chips that power data centers from Nvidia's beasts to hyperscale clouds. Guidance? A blockbuster 43% sequential revenue pop for Q1 FY2026, with gross margins hitting 39.5% thanks to optimized DRAM and NAND production. CEO Sanjay Mehrotra doubled down: "We're the only pure-play U.S. memory giant, and AI isn't slowing—it's accelerating." But here's the gut punch: shares dipped 2.5% to $161.71 post-earnings, barely budging from pre-rep

Key PointsAI Chip Demand Explodes: Chinese cloud service providers and AI chip manufacturers are accelerating the deployment of AI infrastructure, driving dual demand for both mature and advanced process chips. $SMIC(00981)$ SMIC stands to benefit directly: As China's largest and most technologically comprehensive foundry, SMIC will continue to secure incremental orders in areas such as AI inference and edge computing.Valuation Slightly Upward Revised: After raising 2028–2029 earnings forecasts, Goldman Sachs' target price is increased to HK$83.5, implying 13.8% upside potential.Valuation Logic Reassessment: Improved market expectations for the long-term growth of China's semiconductor sector have driven SMIC's forward price-to-earnings ratio up

$Micron Technology(MU)$  good next for 15b

$Micron Technology (MU)$ capped off fiscal year 2025 with a comprehensive beat of expectations in its quarterly results. Not only did revenue, EPS, but also delivered record-breaking guidance for the next quarter, underscoring its dominant position and exceptional execution in the AI memory sector.The explosive growth in this quarter's performance was primarily driven by surging demand for high-bandwidth memory (HBM) in AI servers, a broad-based rebound in memory chip prices, and optimized product mix. Notably, HBM business revenue approached $2 billion in a single quarter, emerging as the standout highlight. However, underlying concerns persist regarding potential cash flow pressures stemming from the company's significantly increased capital expendit

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$Micron Technology(MU)$  micron doing great in this quarter and the outlook also looks promising. Go go Micron

$Micron Technology(MU)$  I guess it will fall back after result is out.

Micron's Real Test: Can Soaring Memory Prices Lift Earnings? $Micron Technology(MU)$  , the leading U.S. memory chipmaker and the world's third-largest DRAM producer, is set to report its fiscal fourth-quarter 2025 earnings after the market closes on September 23, kicking off the latest earnings season for the semiconductor sector. Following a significant upward revision to its guidance, the market's attention is now focused on the progress of HBM4 and capacity bookings for the coming year, the sustainability of DRAM and NAND price hikes, and the demand outlook for the PC and mobile markets. Core Financial Indicators ~Revenue: Wall Street consensus expects $11.15 billion, a 44% year-over-year and 20% quarter-over-

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$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) enters a pivotal moment as the memory chip giant prepares to release earnings after the market close on September 23. The stock has been one of the standout performers of 2025, advancing nearly 94% year-to-date and now trading within a breath of its 52-week high at $170.45. The question investors are now debating: can earnings propel Micron decisively above $170 into new record territory, or is the stock due for a breather after such a remarkable run? Micron’s Transformation: From Cyclical to Structural Growth Story For decades, Micron was pigeonholed as a highly cyclical memory manufacturer, its fortunes rising and falling with swings in DRAM and NAND pricing. Investors often approached the sto

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$PONY 20260116 30.0 CALL$  

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I’m intrigued by Micron Technology $Micron Technology(MU)$ nearing a 52-week high of $170.45, with a 94% year-to-date return. Stifel’s raised price target to $173 and Buy rating ahead of the September 23 earnings have me hopeful, especially with strong data center demand and supply trends. I think earnings could push MU past $170 if they exceed expectations, given past beats. I’m cautiously optimistic and might add to my position if results are strong, though a pullback could be due after this run. I’ll watch the after-market report closely tomorrow. Overall, I’m bullish but cautious about MU especially such a big rally over a short time, correction might be needed. I’ll wait for earnings to decide my next move and adjust my strategy based on the