@Cnorm：Hey Moomoo, your analysis reflects the work of a lazy person…

The ‘priced-in’ take is too shallow… This was not a routine beat that the market already anticipated.

Micron reported $12.20 adjusted EPS vs the Street’s $9.21 (32% beat) and $23.86B revenue vs $19.94B expected (20% beat). That part… the quarter itself… smart money had partially positioned for. But the Q3 guide was $19.15 EPS vs the Street’s $11.70. Revenue guide $33.5B vs $23.8B expected. Gross margin 81%. That’s a 64% gap between what the company sees and what analysts were modelling. Nobody priced that in!

And then the guidance went further: FY2026 capex above $25B, equipment spend growing year-over-year in FY2027, construction capex increasing $10B+ in FY2027, supply-demand tight ‘beyond 2026,’ a 30% dividend increase. Those aren’t ‘we’re The ‘priced-in’ take is too shallow.
This was not a routine beat that the market already anticipated. Micron reported $12.20 adjusted EPS vs the Street’s $9.21 (32% beat) and $23.86B revenue vs $19.94B expected (20% beat). That part… the quarter itself… smart money had partially positioned for. But the Q3 guide was $19.15 EPS vs the Street’s $11.70. Revenue guide $33.5B vs $23.8B expected. Gross margin 81%. That’s a 64% gap between what the company sees and what analysts were modelling. Nobody priced that in. And then the call headlines went further: FY2026 capex above $25B, equipment spend growing year-over-year in FY2027, construction capex increasing $10B+ in FY2027, supply-demand tight ‘beyond 2026’… a 30% dividend increase. Those aren’t ‘we’re having a good quarter’ numbers. Those are ‘we’re building new factories now that need to be filled with equipment through 2028-2029, and we’re telling you in advance the spending accelerates’!

The Street’s models are mispriced by 40-60% on the forward quarter and the sell-side revision cycle hasn’t even started. It begins tomorrow.

@Cnorm：Hey Moomoo, You got to do a better job in fact-checking. American Rare Earths Ltd (and not USA Rare Earth) was selected to provide feedstock for Department of Energy Minerals to Materials Supply Chain Research Facility Consortium…

When inaccurate market-moving information is published, retail investors can be misled into buying the wrong stock based on a false premise. If they later discover the report was wrong after the price moves against them, real financial losses may already have been incurred. Please correct the article immediately and strengthen your verification process… because errors like this can materially mislead investors.

@Cnorm：Hey Moomoo, You got to do a better job in fact-checking. American Rare Earths Ltd (and not USA Rare Earth) was selected to provide feedstock for Department of Energy Minerals to Materials Supply Chain Research Facility Consortium…

When inaccurate market-moving information is published, retail investors can be misled into buying the wrong stock based on a false premise. If they later discover the report was wrong after the price moves against them, real financial losses may already have been incurred. Please correct the article immediately and strengthen your verification process… because errors like this can materially mislead investors.