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#MicronEarningsAhead Micron may be facing the hardest kind of earnings setup: everyone already expects something great 👀
Q4 guidance points to 20%+ sequential revenue growth, $31 EPS and an 86% gross margin.
What caught my attention is how little room that leaves for disappointment. HBM4 demand and tight memory supply are already embedded in expectations.
Tonight's real test isn't whether Micron grows fast. It's whether FY2027 guidance can make today's extraordinary margins look sustainable
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