💾 StreetAccount Update: $MU Micron Technology F4Q26 preview: focus on memory supply-demand dynamic Results and Outlook: • MU reports F4Q26 results AMC on 30-Sep-26. The Street expects revenue of $51.334B, above the $50.0B midpoint and $51.0B high-end of the guidance range, gross margin of 85.5%, slightly below the 86% guidance midpoint, operating expense of $1.436B vs. $1.65B guidance, and EPS of $31.72, above the $31.00 guidance midpoint. • For F1Q27, consensus currently expects revenue of $57.197B, gross margin of 86.3%, operating expense of $1.743B, and EPS of $35.47. Areas of Focus: • Memory Demand Trends: Investors will be looking for details on memory demand trends, commentary on duration and outlook on the supply-demand imbalance, and any updates on SCAs. • Server vs. Client: Server memory demand likely continues to significantly outpace supply and investors will be listening for updates on DDR5, HBM3 and HBM4 ASP/pricing dynamics, capacity and supply outlook, and shifting demand. On the client side, investors will be watching for details on demand trends, commentary on possible demand destruction, and PC/client outlook. • NAND: Investors will also be looking for updates on pace and duration of NAND ASP increases, capacity and supply forecasts. • Capex: Investors will be watching for FY27 capex guidance with consensus currently expecting $47.776B. $MU #Micron# #EarningsPreview# #MemoryMarket# #MemoryDemand# #ServerDemand# #MemoryChops# #Capex# #EPS# #ChipStocks# Gain immediate access to earnings insights with #StreetAccount#:

$TSM earnings preview: AI growth, Terafab reset & N2/A14 • Raise TP to NT$2,960, based on 20x 2027E P/E; Hold • Expect 3Q26 revenue +15.2% QoQ and 67.8% GM; forecast 4Q +12% QoQ and 67.2% GM, supported by Rubin/N2. • Forecast 2027 revenue +37% YoY, driven by AI, CPUs, networking and modest price hikes. • Expect 2026 capex guidance unchanged; estimate $83bn/$95bn in 2027/28. • Terafab expectations reset: Musk says they will build and run the fab themselves, tempering hopes for a major TSMC partnership and is inline with our view • Expect Apple to adopt A14 in 2028, accelerating its typical three-year node cadence (consumer feedback on recent 2nm mobile SoCs lukewarm) #TSM# #TSMC# #AI#

$NVDA earnings preview: EPS grew 200% in 2 years and the stock got 50% cheaper. (Save this) The stock is up 67% over that stretch, and the forward multiple fell from 47x to 22x. So, the whole question is what the market is still scared of? The first fear is custom silicon taking accelerator share, but NVLink Fusion lets chips like Amazon's Trainium plug into Nvidia's infrastructure, so a smaller GPU share does not mean a smaller Nvidia bill. The second is competition crushing that 75% gross margin. The chip architecture roadmap incl. Rubin reduces cost per token produced, which lets Nvidia hold premium pricing while customers still get cheaper AI. The third is circular financing. Nvidia has been funding the customers buying its own chips. The $500B facility it lined up was a great move to disconnect from hyperscaler (negative) FCF risk. The real proof is AI revenue paying for the next CapEx wave by itself. My view is that Wednesday comes down to the Q3 guide (assuming GM will remain at >=75%). Street sits near $104B and I want to see >=$107B. I also want signs that Vera, networking and storage are moving from optionality toward meaningful revenue contribution. Those are the numbers I'll be checking Wednesday night, and I'll post what they mean for my positions inside Milk Road PRO. Join before Aug 26, then the price goes up:

$CSCO Earnings Preview Fiscal Q4 Non-GAAP EPS: $1.17 est., Up from $0.99 YoY Fiscal Q4 Revenue: $16.83B est., Up from $14.67B YoY Investor Focus: AI infrastructure orders from hyperscalers, total product orders, campus networking refresh cycle, data center switching, non-GAAP gross and operating margin, security and observability revenue, and initial FY27 guidance.

$SMCI Earnings Preview Q4 Adjusted EPS: $0.96 est., Up from $0.41 YoY Q4 Revenue: $11.56B est., Up from $5.76B YoY Investor Focus: Fiscal Q4 revenue against the company's full-year target, gross margin trend, Blackwell and GB300 rack-scale shipment mix, data-center liquid-cooling deployments, inventory and working capital, FY2027 revenue outlook

$MAR Earnings Preview Q2 Adjusted EPS: $3.08 est., Up from $2.65 YoY Q2 Revenue: $7.19B est., Up from $6.74B YoY Investor Focus: Worldwide RevPAR by region (U.S. & Canada, Greater China, EMEA), net rooms growth and pipeline, gross fee revenues, incentive management fees, Bonvoy member adds, capital returned, and the FY26 guide.