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4 Oct 2026 7 minute read 0 comments Perfectionist25 $0.41
Micron reported earnings that exceeded expectations. Revenue reached $54.23 billion; the midpoint of the revenue guidance for the upcoming quarter is $61.5 billion. Growth remains evident even when adjusting for the number of weeks. Pricing is strong...
28 Sep 2026 3 minute read 0 comments Perfectionist25 $0.22
Micron is releasing its earnings report on September 30 after US markets close. The revenue guidance is $49–51 billion, with a midpoint of $50 billion. Revenue and earnings per share will be the headlines. My focus is on the extent to which these ear...
3 Sep 2026 1 minute read 0 comments Perfectionist25 $0.78
The $MU CEO's statement that memory supply might not catch up with demand until 2028 doesn't mean memory prices won't fall by then. I think an important detail is being overlooked here: Memory prices don't need to equalize with demand. For example, l...
31 Aug 2026 3 minute read 0 comments Perfectionist25 $0.16
This graph, showing the explosion in agent-based AI usage, speaks volumes. According to OpenRouter data, agent token usage has surpassed human usage, increasing 14-fold in a very short time to reach 7.3 trillion. Why is this important? Because when t...
24 Aug 2026 1 minute read 0 comments Muhammad Rizqi Musthofa Maruf $0.06
Warm greetings, traders. Right now we're watching Micron Technology (MU), which is currently sitting in a consolidation phase. Can the resistance zone around $1,047 to $999 push the price back down? The honest answer is it's not certain. Analyzing a...
4 Aug 2026 2 minute read 0 comments Perfectionist25 $0.13
For a software (SaaS) or consumer goods company, a PEG (Price-to-Earnings) ratio of 0.04 might mean the company is practically free. However, the rules are completely different in the memory (DRAM and NAND) market, a sub-sector of the semiconductor i...
12 Jul 2026 1 minute read 1 comment Perfectionist25 $0.46
An industry that remained in the background for years is now at the center of the entire artificial intelligence race. Memory chips were long considered a cyclical and dim corner of the stock market. But artificial intelligence changed this picture,...
10 Jul 2026 1 minute read 1 comment Perfectionist25 $0.15
Latest analyst reviews on Seeking Alpha reveal a mixed tone across sectors; While there were remarkable rating increases for Micron ( $MU ) and The Home Depot ( $HD ), Alibaba ( $BABA ) and Take-Two Interactive ( $TTWO ) faced rating decreases. Micro...
9 Jul 2026 2 minute read 0 comments Perfectionist25 $0.42
Micron announced its much-anticipated balance sheet. My first comment is that the picture is really promising and appetizing for our investments. Now, let's look at the segments one by one and try to make sense of what this stock, which is the bigges...
6 Jul 2026 2 minute read 0 comments Perfectionist25 $0.14
The strategic agreement announced between $MU and Anthropic consists of four main components: 1. Memory and Storage AI Architecture Design Collaboration The two companies will work together to optimize Micron's HBM, DRAM and SSD products for the trai...
