$Micron Technology(MU)$ This earnings report has me conflicted. Revenue and EPS are obviously going to crush it, no doubt about that. But can they maintain those 85% margins and guide that forward too? Really torn on whether to go heavy with calls, but that play seems too obvious. Guess we'll see. Might just buy shares instead.
$Micron Technology(MU)$ There's a lot of talk about what happens after 9/30, and even more about doom and gloom. Why not just look at what's in front of you? The numbers and data in the memory space are clear into 2028. After that, new information will confirm or deny things. Guessing, predicting, and trying to squeeze out a few bucks by trading feels like a waste. $3000, $2000, or $1500 would all be huge gains from here. In the history of investing, averaging 10% a year is considered outstanding. Here, 10% gets treated like failure. I know not many here have much experience, but some act like they do.
$Micron Technology(MU)$ 32GB RDIMM pricing from Dramexchange: 1,600 on 8/24, 2,050 on 9/14. That's a 28.12% move in 3 weeks. Memory is going to get expensive. A lot of people still don't understand what's coming. Memory prices have roughly 10x'd in a year, and they're still below fair value considering how hard it is to manufacture and the capex required for equipment.
$Micron Technology(MU)$ Price reaction over the past four quarterly earnings, comparing the close on release day to the close the next day: 1. June 24, 2026: +15.7% 2. March 18, 2026: -4.0% 3. December 17, 2025: +10.1% 4. September 23, 2025: +3.8% The company has beaten estimates for 7 consecutive quarters. Wall Street consensus is "Strong Buy," with 49 analysts recommending buying and 0 recommending selling. The average 12-month price target is $1,513, which implies roughly 45% upside from current levels.