Micron $MU saved the whole world.

CN
Rocky
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15 hours ago

Micron $MU saved the whole world, MicroStrategy should thank Micron, or else it would really be over!

I really never expected that their management revealed a favorable signal for robots, the memory demand for robots is ten times that of smart autonomous vehicles!

The profit margin can be compared to Moutai, it truly is the light of America!

Anyway, the logic is that this is not an ordinary cycle, this is an exceptionally strong super cycle.

I really admire the ability of executives from American listed companies to protect shareholders and maintain market value. Looking at China's A-shares, it's either major shareholders reducing their holdings to improve their lives or major shareholders pledging for cashing out; no comparison, no harm!

The approximate core data 👇

• Revenue $41.5 billion vs expected $36 billion

• Earnings per share $25.11 vs expected $20.39

• Net profit $33.7 billion vs expected $23.9 billion

• Gross margin 85% vs expected 82%

Fourth quarter guidance

• Revenue $50 billion vs expected $43 billion

• Earnings per share $31.00 vs expected $25.07

• Gross margin 85% vs expected 84%


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