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BKLZ〜雰囲気投資家の矜持〜Jul 03, 2026 at 08:33 am
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Ted ZhangJul 03, 2026 at 01:50 am
As of now, still the top $MU Earnings may have put the top into semis and memory. All I heard was: ‘Best earnings ever '1000% EPS, 80% margins, P/E so low' Where were these words when @GavinSBaker @citrini were buying them late 2024 and early 2025 when the EPS/Revs hadn't shown up yet. Cyclical -
TrendSpiderJul 03, 2026 at 01:32 am
Chip and memory stocks are taking a beating this weekSandisk -16%
Micron -14%
Western Digital -11%
Seagate -11%
Applied Materials -7%
Arm Holdings -7%
Intel -6%
Broadcom -4%
ASML -2.5%
Advanced
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Ariel HernandezJun 25, 2026 at 04:12 am
Awesome reaction. Market could really use these memory names sticking around! $MU MICRON TECHNOLOGY Q3 26 EARNINGS: REVENUE: $41.46B (EST $35.59B) || NET INCOME: $28.24B || ADJ NET INCOME: $28.86B || EPS: $24.67 || ADJ EPS: $25.11 (EST $20.60) || SEES Q4 REVENUE: $50.00B (EST $42.92B) || SEES Q4 EPS: $30.73 || SEES Q4 ADJ EPS: $31.00 (EST $25.50) || SEES
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