Publikovat
TBNG_OKX
#MicronEarningsAhead Micron's biggest risk may be that great numbers are already expected 👀
Q4 guidance implies 20%+ sequential revenue growth, powered by tight memory supply and AI demand. But after such a run, another beat may not be enough.
What caught my attention is the 86% margin target. If HBM4 demand keeps DRAM and NAND pricing firm, Micron gets both growth and pricing power.
The real test tonight isn't the quarter. It's whether FY2027 can keep expectations this high.
Zřeknutí se odpovědnosti: Obsah v síti OKX Orbit je poskytován pouze pro informační účely. Další informace
Odpovědi
Zatím žádné komentáře. Odpovězte jako první!
