TingZeng
voted
Participate in topic sharing for a chance to win up to 99,999 points![]()
Greetings, mooers!
The US stock market continued its strong performance in 2025, creating numerous investment opportunities! Are you satisfied with your investment results in 2025? How did you seize opportunities in the volatile market?
Welcome to share your annual investment report + trading stories with us, and use three keywords to review your 2025 investment ...
Greetings, mooers!
The US stock market continued its strong performance in 2025, creating numerous investment opportunities! Are you satisfied with your investment results in 2025? How did you seize opportunities in the volatile market?
Welcome to share your annual investment report + trading stories with us, and use three keywords to review your 2025 investment ...
3297
8615
1883
$Micron Technology (MU.US)$ AI believers will win big. One needs to have faith in AI to hold on
1
$Micron Technology (MU.US)$ this is super cheap. of course, people worry about memory cycle, but this AI driven cycle is different from consumer electronics driven ones.
4
1
TingZeng
voted
$Micron Technology (MU.US)$
⭐ Blowout Results Across the Board
Micron’s final major earnings report of the year was nothing short of impressive.
For FY2026 Q1, Micron reported:
- Revenue: USD 13.6 billion
- Adjusted EPS: USD 4.78
Both revenue and earnings far exceeded market expectations, easily achieving a double beat.
On profitability:
- GAAP gross margin: 56%, up sharply quarter-over-quarter and well above...
⭐ Blowout Results Across the Board
Micron’s final major earnings report of the year was nothing short of impressive.
For FY2026 Q1, Micron reported:
- Revenue: USD 13.6 billion
- Adjusted EPS: USD 4.78
Both revenue and earnings far exceeded market expectations, easily achieving a double beat.
On profitability:
- GAAP gross margin: 56%, up sharply quarter-over-quarter and well above...
3
1
TingZeng
voted
The Bull Case (The "Moon" Move): OUTPERFORMED Earning & Forward Guidance
The Bear Case (The "Deep Dip"): Valuation Reset: The stock has tripled in 2025. Friday's "Triple Witching" Volatility. The BoJ Bear Gang isn't just betting on one hike; they are betting on Japanese Governor Ueda’s 2026 rate hike guidance.
So which AI related outperforming counters h...
The Bear Case (The "Deep Dip"): Valuation Reset: The stock has tripled in 2025. Friday's "Triple Witching" Volatility. The BoJ Bear Gang isn't just betting on one hike; they are betting on Japanese Governor Ueda’s 2026 rate hike guidance.
So which AI related outperforming counters h...

5
4
1
$Micron Technology (MU.US)$ not kidding. This is memory super cycle, 5plus years. EPS $30 with PE ratio 15, that is $450
1
TingZeng
voted
$Micron Technology (MU.US)$ , 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...



+3
25
7
3
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)