Micron quadruples revenue, +14% after hours.

u/mulletstation · Reddit — r/investing · June 25, 2026 at 00:39 · ⬆ 85 pts · 💬 25 comments  | View on Reddit ↗
AI Summary

Summary

  • Micron reported massive Q3 beats: revenue $41.46B vs $35.84B est, EPS $25.11 vs $20.78, record gross margin 84.9%, data-center sales up 415% YoY to $25B.
  • Author highlights the strong results, especially AI-driven memory demand, and notes a +14% after-hours move, sarcastically calling out Reddit’s typical bearishness (“Reddit neva right”).
  • Quality assessment: Well-researched DD based on actual earnings data and guidance; not speculation or noise.
Score 85
Comments 25
Upvote % 98%
Ideas
u/mulletstation Reddit r/investing
Micron reported revenue/EPS beats, record gross margins (84.9%), data-center sales +415% YoY, and guided $49-51B. These fundamentals indicate accelerating AI memory demand and pricing power, creating a strong near-term catalyst. Buy MU on continued data-center tailwinds and upward guidance revisions. Competitor supply increases, memory cyclicality, or slower AI CapEx growth.
MU HIGH
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This Reddit post, published June 25, 2026, features u/mulletstation discussing MU. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/mulletstation  · Tickers: MU