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$Micron Technology (MU.US)$ , the US memory hegemon, the world's third largest DRAM maker, and fourth largest NAND manufacturer, released its FY2026 Q1 earnings after the bell. Although the market reaction to $Oracle (ORCL.US)$ and $Broadcom (AVGO.US)$ was poor last week, Micron handed in a report and guidance that far exceeded market expectations.
Three Things to Watch
Management Raises 2028 HBM Market Forecast, Hitting the $100 Bill...
Three Things to Watch
Management Raises 2028 HBM Market Forecast, Hitting the $100 Bill...
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$Micron Technology (MU.US)$ Micron Technology Inc shares surged 3.8% to close at another new high of $286.68 on Wednesday before pulling back slightly. Investors continue to rally around the semiconductor giant's blockbuster first-quarter earnings released last week. Here’s what investors need to know.
Trading up over 220% year-to-date as of Christmas Eve, Micron's momentum is fueled by an outlook that shattered Wall Street expectations.
The company last week reported first-quarter revenue of $...
Trading up over 220% year-to-date as of Christmas Eve, Micron's momentum is fueled by an outlook that shattered Wall Street expectations.
The company last week reported first-quarter revenue of $...
$Micron Technology (MU.US)$ Sold at 288.5. ![]()
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Don't want to risk over Christmas. Merry Christmas guys🎅🎄🎊🎉🎁
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Don't wait.. take profits early again.. Merry Christmas 🎄🎁
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We have seen how $S&P 500 Index (.SPX.US)$ experienced sharp swings in 2025 due to shifts in trade policy, AI speculation, and rate cuts, while corporate profits remained resilient. I think it might be high time we look at the potential high 2026 earnings growth targets. Tech is expected to dominate earnings growth again next year, but more sectors are projected to contribute.
In this article I would like to share the forward-looking, sec...
In this article I would like to share the forward-looking, sec...
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Oracle and Broadcom are arguably the two most closely watched names in the back half of this Q3 earnings season. Yet both sold off after reporting—at a time when the “AI bubble is popping” narrative is getting louder—making sentiment even more fragile. The drawdown in these two megas also contributed indirectly to the broader tech sector's pullback (like Nasdaq Composite Index or Nasdaq 100 Index) from December 11...
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$Advanced Micro Devices (AMD.US)$
if you couldn’t have seen this, personal advice is not to trade
if you couldn’t have seen this, personal advice is not to trade
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🎅 Week 52: Is the Santa Rally Finally Loading?
Week 51 was a rollercoaster that ended flat, but Micron ( $Micron Technology (MU.US)$ )'s blowout earnings saved the tech sector from a breakdown. Now, we enter the final full trading week of the year with a "Goldilocks" setup: Economic data is steady, and Implied Volatility (IV) is low. This makes options "cheap" just as the seasonal stats flip to a massive upside bias.
🟢 RECAP: The "Micron" Reversal
Las...
Week 51 was a rollercoaster that ended flat, but Micron ( $Micron Technology (MU.US)$ )'s blowout earnings saved the tech sector from a breakdown. Now, we enter the final full trading week of the year with a "Goldilocks" setup: Economic data is steady, and Implied Volatility (IV) is low. This makes options "cheap" just as the seasonal stats flip to a massive upside bias.
🟢 RECAP: The "Micron" Reversal
Las...
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Peng Zhong Wong : not AI feast, just AI data center debt heavy spending
W•B• : after this temporary good feel, the ai contagion will continue again today...
Moomoo Insights OP W•B• : exactly![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
W•B• Moomoo Insights OP : eh moomoo account can also be bearish?!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
YNC Trust Moomoo Insights OP : 🥶
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