Happy to be a part of the $Micron Technology(MU)$
My concern is already on the next quarter's earnings, the expectations will pivot entirely toward high-velocity production scaling. Wall Street will demand proof of sustained HBM4 yield efficiencies and enterprise execution validation as hardware spending ripples from raw memory layers into hyperscaler data center clusters like Oracle and Google.Lastly, let's not forget about upcoming SK Hynix's listing as well, the memory hype is certainly strong.
Also in 2nd half of 2026, the primary market trend will be dictated by major US macro events. The November US Midterm Elections will introduce near-term regulatory noise, while the Federal Reserve’s structural transition into the Warsh era will keep interest rate trajectories data-dependent amidst persistent global supply-side constraints.
Are you aggressively chasing this momentum super-cycle, or sitting on the sidelines? Personally I will be watching closely at the new inflation data, PCE and midterms and also how China intends to play catch up in the AI race. I doubt we will see another war within the next few months.
@TigerWire @TigerStars @Daily_Discussion @MillionaireTiger @Tiger_Earnings
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