Serenity (@aleabitoreddit) “Always amazing looking at $MU earnings: Revenue: $41.46B vs. $35.8B est. EPS: $2”

Serenity

@aleabitoreddit

I only use X, beware of imposters. AI/Semi Supply Chain Analyst Not investment advice, DYODD. Sharing personal thought process on supply chain bottlenecks.

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Serenity@aleabitoreddit

2026.06.24 21:16

Always amazing looking at $MU earnings: Revenue: $41.46B vs. $35.8B est. EPS: $25.11 vs. $20.78 est. Forecasts: Revenue: $49B to $51B, vs $43.24B est EPS: $30.00 to $32.00, vs. $25.31. “Micron said on Wednesday that it has signed 16 long-term agreements” "When completed, we expect approximately half or more of our company revenue to be under these" Looks like memory demand has become structural… But great earnings to show up the AI trade is continuing to ramp up.

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