$Micron Technology(MU)$  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

$Micron Technology(MU)$   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-

$Micron Technology(MU)$  quite risky, maybe wait and see first..

$Micron Technology(MU)$  how come crucial stop making memory chip?? And now ddr4 and ddr5 desktop ram sky rocketing 

$Micron Technology(MU)$   🚀 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