StableStock 🐳(@StableStock):$MU just blew the doors off. Fiscal Q3 revenue hit $41.46B, up 345.7% YoY — crushing the $35.63B consensus. Adjusted EPS came in at $25.11 vs $20.49 expected. Q4 guidance was raised to $50B (vs $43B consensus), with gross margin still seen at 86%. On the call, the CEO reiterated that memory undersupply runs through 2027 — and the 12-layer HBM4 ramp is already 2x the pace of HBM3E, with cumulative HBM4 revenue now past $ 1B The memory super-cycle just got its clearest read yet. Not investment advice.

2026.06.25 01:25

$MU just blew the doors off. Fiscal Q3 revenue hit $41.46B, up 345.7% YoY — crushing the $35.63B consensus. Adjusted EPS came in at $25.11 vs $20.49 expected. Q4 guidance was raised to $50B (vs $43B consensus), with gross margin still seen at 86%. On the call, the CEO reiterated that memory undersupply runs through 2027 — and the 12-layer HBM4 ramp is already 2x the pace of HBM3E, with cumulative HBM4 revenue now past $ 1B The memory super-cycle just got its clearest read yet. Not investment advice.