Q4 gross margins are projected to reach 86%
Where are the memory FUD bois???
$MU SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B
MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%
MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%
MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B
*MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%
Positive users celebrated Micron's earnings beat and strong AI-driven guidance with bullish excitement, while negative users called the reaction misguided because gains are already priced in.
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Nice
Micron $MU: When all planned SCAs are executed, agreements with either fixed prices or price ceilings at or close to current CQ2 market prices are expected to be approximately 40% of our revenue.
@DrJStrategy Hyperscalers pulling back on CAPEX, starting with $MSFT, will kill sentiment.
@DrJStrategy "Micron still trades as if nothing has changed"
...checks 2025 SP at under $100. ... checks AH SP at over $1,150.
i usually enjoy your posts James, but that was one retarded statement.
@DrJStrategy Very well stated James
@zephyr_z9 90% gross margins soon
@zephyr_z9 Company that pulled 41B in revenue has an operating revenue of 33B. Insane!
Capex guide up too, semicaps lets go lads.
@DrJStrategy This is a single PE stock on a forward basis.
@DrJStrategy Stock is up 900% in the past year, but nothing has changed? Fucking retard
@DrJStrategy How long will their massive capex customers put up with price gouging?
@DrJStrategy the cycle started late last year 🤣 imagine thinking this can last forever when inflation is skyrocketing and consumers can’t afford the underlying products using this memory, ggs
@DrJStrategy @grok. Simplify this for those of us who do not have MBAs
@DrJStrategy All key points right below 👇
@DrJStrategy Further insights right here 👇
@zephyr_z9 Burnt during ignition of the 2nd stage of MU rocket
@DrJStrategy
@zephyr_z9 Every. Single. Idiot. On CNBC today "MU will beat, MU will have good guide, and MU will sell off big after" - Whoops. So glad these people manage so much money... I wanna call them useless morons but actually they're very useful, all you have to do is fade them and rake.
@in_retrotech @DrJStrategy Now look at forward pe and realize you are the idiot in this conversation
@DrJStrategy This 👇
@zephyr_z9 all the bears are sadge
@DrJStrategy I will not charge any fees; I publish all trades for free. I share my real-time buy/sell TRADE alert on WhatsApp, free to join ✅
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