chipzzy
06-25

$Micron Technology(MU)$ Just dropped Q4 guidance, and honestly, this is one of those prints that makes you pause for a second.

$50B revenue outlook, 86% gross margin, $30.7 EPS. For one quarter. That's not normal cyclicality anymore; that's structural rerating territory.

Feels like the market is still trying to process what this actually means for semis if both memory demand and pricing power stay this strong.

On forums, this is exactly the kind of catalyst that splits opinions instantly—some call it a peak, others see acceleration.

I'm not chasing the spike, just trying to understand how much of this is still being underpriced.

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