To The Moon

$MU, $SNDK and $000660.KS are facing a difficult market as investors question whether the AI boom is creating a lasting recovery for memory or simply shifting demand from one segment to another. The important distinction is that HBM can be in high demand while conventional DRAM still struggles. These are related markets, but they don’t necessarily follow the same cycle. 🧠 1. AI Demand Doesn’t Automatically Fix DRAM AI accelerators need high-bandwidth memory (HBM), which delivers data rapidly to powerful processors. But HBM production requires specialised capacity and advanced packaging. That doesn’t mean every type of memory benefits equally. If manufacturers prioritise HBM while conventional DRAM demand remains weak, the market can experience very different pricing conditions across memor

Based on recent monitoring of global indices and risk assessments, I have analyzed the monthly trends of key sectors and major listed companies in the U.S. stock market. It is highly probable—with a likelihood exceeding 90%—that the market will experience a structural downturn over the next six months, characterized by corrections at both the monthly and weekly chart levels. This anticipated decline is not driven by geopolitical tensions or major international events; rather, it stems from a lack of fresh capital inflows and the fact that the speculative fervor surrounding many mega-cap stocks—such as Nvidia—has pushed their valuations to cyclical peaks. When high valuations are realized, the market inevitably shifts focus toward new sources of profit growth. For the capital market, this m

Bear ish???? Or bullish

I would not call the DRAM floor from the share prices alone. The signal I want is pricing plus inventory. Interestingly, the underlying DRAM market still looks tighter than the sell-off suggests. TrendForce expects conventional DRAM contract prices to rise another 10–15% QoQ in Q4, while supplier inventories remain very low as capacity continues shifting towards server DRAM and HBM. So my floor signal would be when spot prices stop weakening, contract-price expectations stabilise, and PC/mobile inventories begin falling without suppliers increasing conventional DRAM capacity aggressively. That would suggest supply discipline, rather than simply another temporary bounce. The biggest risk is that HBM profitability encourages too much new capacity that eventually spills back into conventional

$Micron Technology(MU)$   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

$MU$   Micron Technology (MU) Is The New Zenith Stock To Buy 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 tim

$MU$   Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG): Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts) Earnings per share (adj): $33.42 / sh (vs. $31.61 expected) In addition, the company issued guidance which validate that demand for memory and storage product

$MU$   Memory giant Micron Technology reported its Q4 2026 earnings on Sept. 30, 2026, providing the latest insight into how the company is navigating a memory shortage caused by the AI boom. Last quarter, the company bragged about its pricing power, flexing 84.9% margins and issuing guidance which blew through expectations. These are the top and bottom-line figures they reported in the quarter (compared with analyst estimates sourced from LSEG): Revenue: $54.229 billion, +379.3% YoY (vs. $51.069 billion expected by LSEG analysts) Earnings per share (adj): $33.42 / sh (vs. $31.61 expected) In addition, the company issued guidance which validate that demand for memory and storage product

Micron currently gives me the cleaner read on DRAM and HBM demand. SanDisk gives me exposure to NAND and data-storage demand, but after its enormous rerating and recent index-related catalyst, I think price discipline matters even more. So I don't want to chase either stock simply because the memory thesis remains bullish. I want the market to give me my price. My MU Pick Levels Around the recent $1,080 area, MU is no longer cheap enough for me to treat every small dip as an opportunity. $1,030-$1,060: First Pick I would consider starting or adding modestly here if the broader memory thesis remains intact. $970-$1,020: Preferred Pick This is the zone I would find considerably more attractive after the earnings run. $900-$950: Strong Pick If MU reaches this area because of macro pressure ra

$MU$   The AI Boom demand for chips has skyrocketed ! Consider this: Micron added about $43 billion in sales in the most recent quarter compared to the year-ago quarter. That's massive. Operating margins exploded in all business segments. The market is forward-looking, so the race is on to predict Micron's results over the next 12 months. Don't lose sight of what this company is doing right now; that's all we're saying. Here's how Wall Street is seeing Micron's quarter and outlook: "While Micron again delivered a strong beat quarter and provided above-consensus F1Q27 guidance, the most important takeaway was management's indication that memory markets could be even tighter in 2028 than

$MU$   Share this article to as many investors as possible. Micron Technology (MU), the Boise Idaho-based company reported a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00 The current average analyst rating on the shares is "buy" and the breakdown of recommendations i

$Micron Technology(MU)$   Micron Technology Inc. (NASDAQ:MU) reports fiscal fourth-quarter earnings after the bell Wednesday, with investors looking for clues on whether the AI-driven memory boom can keep running into 2027. Wall Street expects adjusted earnings of $31.45 per share, up from $3.03 a year ago, on revenue of $50.75 billion, up about 349%. The stakes stretch beyond Micron. FactSet estimates put the company on track to become the biggest contributor to S&P 500 earnings growth this quarter, ahead of Nvidia. Polymarket gives Micron a 95% chance of reporting adjusted EPS above $32.22, a threshold above both Wall Street consensus and the top of Micron’s own $30-to-$32 guidance range.

$Micron Technology(MU)$   Micron Technology's fiscal Q4 2026 earnings announcement, scheduled for after the market close on September 30, 2026, serves as a critical barometer for the broader artificial intelligence and semiconductor sectors. Driven by tight global supply and an unprecedented boom in AI-driven memory demand, the announcement carries wide-ranging structural and financial implications. Core Expectations & Financial Targets Wall Street has set historically high benchmarks for Micron's performance: • Revenue Growth: Analysts project revenue to come in around $50.8 billion to $51.5 billion. This marks an approximate 350% year-over-year increase from the $11.31 billion reported in Q4 of the previous

$Micron Technology(MU)$   $SK hynix(SKHY)$   An IPO of SK Hynix's Solidigm would add to the multiple layers of ownership within the group, deepening the pyramid ownership structure, according to the Korea Corporate Governance Forum. (Sept 28): SK Hynix Inc shares fell on Monday as media reports of a potential listing of the chipmaker's US subsidiary added to concerns over its complex ownership structure. SK Hynix shares dropped 5%, the most in two weeks, after Bloomberg confirmed over the weekend that Solidigm is considering a US initial public offering (IPO) as soon as next year that could value the data-storage product maker at as muc

$Micron Technology(MU)$   The Boise Idaho-based company is expected to report a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00 The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 46 "strong buy" or "buy," 3 "hold" and 1 "sell" or "strong sell." The

$MU$   $CMBC CAPITAL(01141)$   Share this article to as many investors as possible. The Boise Idaho-based company is expected to report a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00 The

$Micron Technology(MU)$   • AI Supercycle Demand: High Bandwidth Memory (HBM) and DRAM shortages drive record pricing power. • Massive Earnings Growth: Fiscal 2026/2027 projected EPS and revenue surges dwarf historical baselines. • Tight Supply Window: New factory capacity remains offline until late 2027 or 2028, protecting margins. • Valuation Edge: Forward P/E multiples trade cheaper than peers like NVIDIA. 📉 Risk Evaluation & Historical Analogies • Cyclical Trapped-Door: Historically, memory chips run on brutal boom-and-bust inventory cycles. • Total Loss Potential: A sudden hyperscaler spending freeze can collapse gross margins overnight. • Mitigation Strategy: Size positions strictly; do not treat a cycl

$MU$   Why Traders Love Micron Right Now • AI Supercycle Demand: High Bandwidth Memory (HBM) and DRAM shortages drive record pricing power. • Massive Earnings Growth: Fiscal 2026/2027 projected EPS and revenue surges dwarf historical baselines. • Tight Supply Window: New factory capacity remains offline until late 2027 or 2028, protecting margins. • Valuation Edge: Forward P/E multiples trade cheaper than peers like NVIDIA. 📉 Risk Evaluation & Historical Analogies • Cyclical Trapped-Door: Historically, memory chips run on brutal boom-and-bust inventory cycles. • Total Loss Potential: A sudden hyperscaler spending freeze can collapse gross margins overnight. • Mitigation Strategy: Si

$Micron Technology(MU)$   Why Traders Love Micron Right Now • AI Supercycle Demand: High Bandwidth Memory (HBM) and DRAM shortages drive record pricing power. • Massive Earnings Growth: Fiscal 2026/2027 projected EPS and revenue surges dwarf historical baselines. • Tight Supply Window: New factory capacity remains offline until late 2027 or 2028, protecting margins. • Valuation Edge: Forward P/E multiples trade cheaper than peers like NVIDIA. 📉 Risk Evaluation & Historical Analogies • Cyclical Trapped-Door: Historically, memory chips run on brutal boom-and-bust inventory cycles. • Total Loss Potential: A sudden hyperscaler spending freeze can collapse gross margins overnight. • Mitigation Strategy: Size posit

$MU$   Micron Technology, Inc. MU.OQ MU.O is expected to show a rise in quarterly revenue when it reports results on September 30 for the period ending August 31 2026 The Boise Idaho-based company is expected to report a 351.3% increase in revenue to $51.067 billion from $11.32 billion a year ago, according to the mean estimate from 28 analysts, based on LSEG data.The company's guidance on June 24 2026, for the period ended August 31, was for revenue between 49.00 billion and 51.00 billion. ​LSEG's mean analyst estimate for Micron Technology, Inc. is for earnings of $31.28 per share. The company's EPS guidance on June 24 2026, for the period ended August 31, was between 30.00 and 32.00

$MU, $SNDK and $000660.KS are facing a difficult market as investors question whether the AI boom is creating a lasting recovery for memory or simply shifting demand from one segment to another. The important distinction is that HBM can be in high demand while conventional DRAM still struggles. These are related markets, but they don’t necessarily follow the same cycle. 🧠 1. AI Demand Doesn’t Automatically Fix DRAM AI accelerators need high-bandwidth memory (HBM), which delivers data rapidly to powerful processors. But HBM production requires specialised capacity and advanced packaging. That doesn’t mean every type of memory benefits equally. If manufacturers prioritise HBM while conventional DRAM demand remains weak, the market can experience very different pricing conditions across memor

Based on recent monitoring of global indices and risk assessments, I have analyzed the monthly trends of key sectors and major listed companies in the U.S. stock market. It is highly probable—with a likelihood exceeding 90%—that the market will experience a structural downturn over the next six months, characterized by corrections at both the monthly and weekly chart levels. This anticipated decline is not driven by geopolitical tensions or major international events; rather, it stems from a lack of fresh capital inflows and the fact that the speculative fervor surrounding many mega-cap stocks—such as Nvidia—has pushed their valuations to cyclical peaks. When high valuations are realized, the market inevitably shifts focus toward new sources of profit growth. For the capital market, this m

I would not call the DRAM floor from the share prices alone. The signal I want is pricing plus inventory. Interestingly, the underlying DRAM market still looks tighter than the sell-off suggests. TrendForce expects conventional DRAM contract prices to rise another 10–15% QoQ in Q4, while supplier inventories remain very low as capacity continues shifting towards server DRAM and HBM. So my floor signal would be when spot prices stop weakening, contract-price expectations stabilise, and PC/mobile inventories begin falling without suppliers increasing conventional DRAM capacity aggressively. That would suggest supply discipline, rather than simply another temporary bounce. The biggest risk is that HBM profitability encourages too much new capacity that eventually spills back into conventional

Bear ish???? Or bullish

Micron currently gives me the cleaner read on DRAM and HBM demand. SanDisk gives me exposure to NAND and data-storage demand, but after its enormous rerating and recent index-related catalyst, I think price discipline matters even more. So I don't want to chase either stock simply because the memory thesis remains bullish. I want the market to give me my price. My MU Pick Levels Around the recent $1,080 area, MU is no longer cheap enough for me to treat every small dip as an opportunity. $1,030-$1,060: First Pick I would consider starting or adding modestly here if the broader memory thesis remains intact. $970-$1,020: Preferred Pick This is the zone I would find considerably more attractive after the earnings run. $900-$950: Strong Pick If MU reaches this area because of macro pressure ra

$Micron Technology(MU)$   $SK hynix(SKHY)$   An IPO of SK Hynix's Solidigm would add to the multiple layers of ownership within the group, deepening the pyramid ownership structure, according to the Korea Corporate Governance Forum. (Sept 28): SK Hynix Inc shares fell on Monday as media reports of a potential listing of the chipmaker's US subsidiary added to concerns over its complex ownership structure. SK Hynix shares dropped 5%, the most in two weeks, after Bloomberg confirmed over the weekend that Solidigm is considering a US initial public offering (IPO) as soon as next year that could value the data-storage product maker at as muc

Following a period of unprecedented rally driven by early Artificial Intelligence (AI) infrastructure builds, memory and storage equities—including $SanDisk Corp.(SNDK)$ SanDisk, $Western Digital(WDC)$ Western Digital, and $Seagate Technology PLC(STX)$ Seagate Technology—have transitioned into a digestion phase. This consolidation reflects a tactical pause across global markets as institutional investors await $Micron Technology(MU)$ Micron Technology’s (MU) fiscal Q4 earnings report on September 30, 2026. In this article, we would like to contextualize the consolidation, discuss Micron’s fiscal Q4 earnings, assess the poten

From Leaders to Laggards: Is Memory Waiting on Micron? Memory gave back Tuesday's gains on Wednesday. SanDisk fell 3.73%, SK Hynix 3.12% and Micron 2.22%. The selling carried on into Thursday's pre-market, then all three bounced on Friday as oil eased after the Trump–Xi meeting. They fell together and bounced together, so this is one trade, not three. The real test is Micron's report after the close on September 30, which is about 4 AM on October 1 in Singapore. Wall Street expects $50.91 billion in revenue and $31.49 in earnings per share. Management guided about 86% gross margin, but also said price increases are moderating. The quarter also has 14 weeks, one more than usual. Bull case: 16 take-or-pay contracts lock in about $100 billion through 2030. HBM4 has already shipped over $1 bil

$MU$   When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks Micron is expected to report quarterly earnings on Sept. 30. Ahead of Micron Technology's highly anticipated earnings report, one analyst is focused on three areas that could give investors more confidence in the company's path forward. Even after rising by 269% this year, Micron's stock (MU) remains cheap, and Rosenblatt analyst Kevin Cassidy thinks that "reflects investors' concern that earnings will fall as new wafer capacity comes online." The memory-chip maker and its peers have all announced plans to add capacity as artificial-i

The indices: three directions the day before, one direction now All three indices closed lower on Wednesday: the $NASDAQ(.IXIC)$ Composite fell 1.13 per cent to 26,936.04, down 308.24 points on the day, giving back the record it had set in the previous session; the $S&P 500(.SPX)$ fell 0.75 per cent to 7,706.03, down 58.61 points; and the $Dow Jones(.DJI)$ fell 0.68 per cent to 51,511.59, down 352.10 points. The previous session had the three running separately — the Nasdaq closing at a record, the Dow lower, the S&P 500 finishing flat to within 0.06 points. A day later they were back on the same heading, a

$SK hynix(SKHY)$   $Micron Technology(MU)$   $Micron Technology(MU)$ Bullish SK Hynix (SKHY) and Micron (MU) Comparison SK Hynix began volume shipments in the second quarter of HBM4 utilizing 1b DRAM and Advanced MR-MUF packaging. Samples of its 48GB, 12-layer HBM4E have been provided to major customers, featuring a single-pin speed of up to 16 Gbps and an energy efficiency improvement of over 20% compared with HBM4, and it is currently in the customer validation stage. Micron's 36GB, 12-layer HBM4 utilizing 1β DRAM has begun volume shipments for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s. HBM4E utilizing 1γ DRAM is

$MU$   When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks Micron is expected to report quarterly earnings on Sept. 30. Ahead of Micron Technology's highly anticipated earnings report, one analyst is focused on three areas that could give investors more confidence in the company's path forward. Even after rising by 269% this year, Micron's stock (MU) remains cheap, and Rosenblatt analyst Kevin Cassidy thinks that "reflects investors' concern that earnings will fall as new wafer capacity comes online." The memory-chip maker and its peers have all announced plans to add capacity as artificial-i

$Micron Technology(MU)$   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

$Micron Technology(MU)$   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

$MU$   $SK hynix(SKHY)$   $Micron Technology(MU)$ Bullish SK Hynix (SKHY) and Micron (MU) Comparison SK Hynix began volume shipments in the second quarter of HBM4 utilizing 1b DRAM and Advanced MR-MUF packaging. Samples of its 48GB, 12-layer HBM4E have been provided to major customers, featuring a single-pin speed of up to 16 Gbps and an energy efficiency improvement of over 20% compared with HBM4, and it is currently in the customer validation stage. Micron's 36GB, 12-layer HBM4 utilizing 1β DRAM has begun volume shipments for Nvidia's Vera Rubin platform, with bandwidth exceeding 2.8 TB/s. HBM4E utilizing 1γ

$MU$   The AI Boom demand for chips has skyrocketed ! Consider this: Micron added about $43 billion in sales in the most recent quarter compared to the year-ago quarter. That's massive. Operating margins exploded in all business segments. The market is forward-looking, so the race is on to predict Micron's results over the next 12 months. Don't lose sight of what this company is doing right now; that's all we're saying. Here's how Wall Street is seeing Micron's quarter and outlook: "While Micron again delivered a strong beat quarter and provided above-consensus F1Q27 guidance, the most important takeaway was management's indication that memory markets could be even tighter in 2028 than

$MU$   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

$MU$   Micron Technology (NASDAQ: MU) has a major event coming up in a few days: its Q4 earnings for the fiscal year (FY) 2026. The last few times Micron has reported, it has announced some incredible results, and I expect this time to be no different. However, it's all part of a broader trend: Micron is a top-notch investment in the artificial intelligence (AI) arms race. Investors are eagerly awaiting Micron Technology’s fiscal fourth-quarter earnings on September 30 to see whether the memory chip company continues to enjoy solid demand and pricing tailwinds. Ahead of Q4 FY26 earnings, BMO Capital analyst reiterated a Buy rating on MU stock with a price target of $1,300. The analyst i

$Micron Technology(MU)$  Memory Stocks Pulled Back — Is Micron the Next Test? Memory stocks gave back some of Tuesday’s gains on Wednesday, with SanDisk, SK Hynix and Micron all falling around 2–4%. The bigger question now isn’t whether memory demand is strong. It’s whether Micron can deliver enough upside to justify what investors are already expecting. Micron reports fiscal Q4 results after the U.S. close on September 30, and the numbers investors will likely focus on go beyond revenue and EPS. What matters most? 1. Gross margin Micron previously guided for roughly $50B revenue and 86% gross margin for fiscal Q4. (Nasdaq) With memory pricing rising sharply, margins are becoming one of the clearest indicators of how powerful the current cycle

$MU$   Micron Earnings Will be a Key Catalyst The biggest catalyst for the DRAM ETF will be the upcoming Micron earnings, which will provide more color about the industry. These earnings are important because it is the third-biggest player in the HBM industry after SK Hynix and Samsung Electronics. It is also the biggest company in the fund. Estimates are that Micron Technology’s revenue and profitability growth accelerated in the fourth quarter. The average estimate is that its revenue surged to $51 billion in the quarter, up by 365% from a year earlier. Its earnings-per-share, on the other hand, is expected to move to $3 in Q4’25 to $31.59 last quarter. Micron’s earnings will likely c