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#MicronEarningsAhead
Micron isn't just reporting earnings. It's testing how much perfection the AI memory trade has already priced in 👀
Q4 guidance implies ~21% sequential growth, with an 86% gross margin.
Those are huge numbers.
What caught my attention is the bar keeps rising. A beat may not be enough anymore.
HBM4 demand, memory pricing and FY2027 guidance now matter more than Q4 itself. Strong results prove AI demand is real. Strong guidance proves it can last.
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