Micron's CEO just dropped the most bullish forward guidance in the company's history and the earnings report is 8 trading days away (Save this). In Q2 FY2026, Micron reported revenue of $23.86 billion, up 196% year-over-year, with a non-GAAP gross margin of 75% and free cash flow of $6.9 billion, a figure that exceeds Micron's entire annual revenue as recently as fiscal 2024. That was the fourth consecutive quarterly revenue record, and the $10.2 billion sequential increase was the largest in the company's history. Then management guided Q3 FY2026 to $33.5 billion in revenue with 81% gross margins and EPS of $19.15, a figure so far above Wall Street's prior consensus of $24.29 billion that analysts had to rewrite their models entirely. If achieved, that Q3 print would imply Micron generating over $27 billion in gross profit in a single quarter, marking one of the most profitable quarters for any memory company in history. The bull case for understanding why this is possible and potentially sustainable starts with one product, high-bandwidth memory. HBM is the critical bottleneck in every AI accelerator supply chain, Nvidia's Blackwell and Rubin architectures require it in substantial volumes, and the global HBM market is controlled by exactly three companies, SK Hynix, Samsung, and Micron. Micron is the only American HBM supplier, which gives it a geopolitical moat that no amount of capital can quickly replicate. More importantly, Micron's entire 2026 HBM capacity is already sold out and contracted at fixed prices, meaning the $33.5 billion Q3 guidance is not a forecast built on hope, it is largely revenue that has already been booked. The demand side of this equation is equally extraordinary. Hyperscaler capital expenditure commitments for 2026 alone exceed $500 billion, including Microsoft at $190 billion and Meta between $125 billion and $145 billion, and every AI server requires roughly six times more DRAM than a conventional server. Micron's CEO Sanjay Mehrotra stated on the earnings call that the company can only fulfill 50% to two-thirds of key customer demand in the medium term meaning the constraint right now is not demand, it is how fast Micron can build. To address that, Micron raised its capital expenditure guidance by $5 billion to over $25 billion for fiscal 2026, with spending expected to rise further into 2027 as it accelerates construction of new fabrication facilities in Idaho and Taiwan. The board also approved a 30% increase in the quarterly dividend, a signal from management that they believe the cash generation is durable, not cyclical. The HBM market itself is projected to grow at a 41% compound annual growth rate, expanding from $35 billion to over $100 billion by 2028, and Mizuho analyst Vijay Rakesh has projected DRAM contract pricing could see a 355% increase through 2026 while NAND prices could rise 510%. The Q3 earnings report on June 24-25 is not just a quarterly print but rather the verdict on whether AI memory demand has permanently broken the boom and bust commodity cycle that defined Micron for decades. Come join Milk Road Pro for our full breakdown, how to size MU ahead of the June 24-25 earnings, what the $33.5 billion guidance implies for full year estimates, and our entire AI thesis. Link below.

$MU $MU CEO giving clues about the earnings report on June 24-25. We are 8 trading days away. "If achieved, Q3 guidance would imply Micron generating over $27 billion in gross profit in a single quarter, marking one of the most profitable quarters for any memory company in history." Can/could be 27 billion in three months... I believe we are going higher. I'm simply following the money. Stay humble and self confident. One day at one time.

RT @MarkSterling0: Historic Crashes in the U.S. Stock Market 1907 Panic — Decline: -48%, Recovery Time: 10 years 1929 Great Depression —…

Jensen Huang said, "I came to Korea because business here is booming... and this is only the beginning."That tells me U.S. tech companies still have plenty of room to keep expanding globally. My June playbook: $TSLA - Buy at $380 → Target $620 $SOFI - Buy at $15.5→ Target $41 $NVDA - Buy at $200 → Target $308 $PLTR - Buy at $132 → Target $280 $MSFT - Buy at $410 → Target $650 $NOW - Buy at $110 → Target $260 $AMD - Buy at $455 → Target $680 $MU - Buy at $850 → Target $1,680 $DELL - Buy at $385 → Target $610 Next alert dropping soon! If you are not following us with notifications turned on, you might miss our next alerts.

Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure. With further announcements tomorrow. $MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore?

VIX rule. Buy stocks when VIX hits 30 Double down on stocks when VIX hits 50 A rule everyone should know about.

$MU, $SNDK, and $DRAM (memory ETF). Memory is crucial. Without memory, AI can NOT scale and function. We are STILL so early. We STILL have Agentic AI (right now) -> PHYSICAL AI (year 2027 robots) -> GENERAL AI (year 2028) -> SUPER-INTELLIGENCE (year 2030 and beyond). A lot of you have asked WHEN and WHERE to buy memory stocks. 1. Probing position -> this is a starter position. This is to test the waters and reduce FOMO. At this level, markets are neutral. Relief rally territory that can turn into all-time highs or fail and head lower. So you buy small and see, and be flexible. 2. Build position -> this is where it makes sense to build a nice chunk. It's at great levels to be happier psychologically. This is when you're okay with whatever fate happens. Fair price. 3. Buy big -> this is where you can buy big time. CONVICTION. In whatever case, RED is temporary. Let's make millions together.

My dear followers. LISTEN to me for what's to come and what to do. $QQQ and AI stocks has STARTED a downtrending cycle on the smaller timeframes. This is confirmed by a pivot break on RSI, large bearish volume, and bearish divergence, and confirmed bearish momentum on MACD However, we are STILL bullish against the April pivot lows long-term. What does this mean? 1. The markets will most likely stay bearish short-term with relief rallies along the way. 2. Expect a relief rally to test if bears have conviction, markets will try to bounce and head to all-time highs again. 3. If this rally fails, this setups a LOWER-high scenario that will target more downside closer to my moving averages (62 and 88 EMA or 200 SMA) for a healthy reset. What should you do for AI stocks? 1. Micro-position. Build your AI positions SLOWLY. There is no confirmed bottom yet on the 1-hour timeframe. 2. Every day, you can buy in SMALL chunks and build up your AI positions. (Day 1, $300. Day 2, $300, Day 3, $300, etc.). 3. These are PROBING positions. You're testing to see what's going on and eliminating FOMO. How should the portfolio look like? 1. There is no confirmed bottom yet on the 1-hour timeframe. 2. So, you should KEEP your defensive stocks that I own, like $WMT, $DE, $LLY, $MCD, etc. in case more volatility comes 3. You should also KEEP my 15% hedge like $PSQ until prices reach my potential moving averages How does MY portfolio look like? 1. AI winners 40% 2. Laggards 15% 3. Defensives 15% 4. Hedges 15% 5. Cash 15% Our portfolio stays so STRONG during red days, and OUTPERFORMS on green days. Wait for my signal to go all-in; right now, I stay BALANCED.

First, CEO $NVDA Jensen Huang said to buy $MU. Then President Trump said $MU is a great company. Now, Elon Musk says $MU can’t meet memory demand. You’ll be a millionaire buying $MU.

Stocks are crashing. Crypto is dumping. Gold and silver have erased hundreds of billions. Here is exactly where all that money is flowing:

My FRIENDS. You must LISTEN on what to do next week. EVERYONE is watching $SPY and $QQQ. I'm watching $SMH and $DRAM. Because the leaders tell you the truth before the indexes do. The AI trade is finally cooling off. Because we became too extended. Now both Semiconductor and Memory leaders are testing their Weekly 8 EMA after historic runs. $SNDK $MU $ARM $NVDA This is the area that matters. If they hold: • AI resumes leadership • The bull market continues • New highs eventually follow If they fail: • Expect more volatility • Expect more fear • Expect better opportunities Either way, I'm not panic selling. I'm not going all-in. I'm scaling slowly into the highest conviction names while keeping cash, hedges, and defensive positions. The biggest mistake investors make is thinking they need to pick the exact bottom. You don't. It’s about being patient for the bottom to present itself Watch SMH. Watch DRAM. They will tell you where this market goes before $SPX does. This is how you make MILLIONS.

Quantum stocks are continuing to absolutely RIP 🔥

France is investing more than $1B into domestic quantum computing as tech sovereignty becomes a bigger national priority. The push comes as the U.S. prepares a $2B quantum funding package with government equity stakes across nine companies. $IONQ, $RGTI, $INFQ, $QBTS, $ARQQ

BREAKING: US Federal Reserve Governor is calling for RATE HIKE THIS IS A MAJOR SHIFT IN FED POLICY BLACK SWAN SCENARIO FOR RISK ASSETS MAY HAPPEN SOON REALLY BAD FOR MARKETS

One Chart Says It All: Something Is About To "Snap" zerohedge.com/precious-metal…

🚨 S&P 500 IS MIRRORING 2000 DOT-COM BUBBLE AGAIN... Сurrent market structure looks almost identical to 1997–2000 setup 1997-2000: Capital was heavily concentrated in a few tech giants - Cisco, Intel, Microsoft, AOL 2025-2026: Now the entire market is being carried by “Magnificent Seven” - Nvidia, Apple, Microsoft, Alphabet, Amazon, Meta, Tesla. Back then, rally was fueled by internet mania Today, same role is being played by AI hype - driving valuations to extreme levels and pushing markets into pure euphoria Global corporations are pouring BILLIONS into AI infrastructure, agents, and model training every single month... Despite all of this, market keeps printing fresh highs and inflating bubble even further... Unwind could begin at any moment and most people still aren’t prepared Turn on notifs, I’ll update SOON

You mean commodity DRAM prices won’t go to infinity?

叼毛们，一起来看一下裆下 AGI 科学家 Leopold Aschenbrenner 严选：当前必买的 12 只核心股票吧。 1️⃣ Applied Digital $APLD (AI 算力数据中心) 2️⃣ Bloom Energy $BE (洁净氢能燃料电池) 3️⃣ CleanSpark $CLSK (绿能加密挖矿) 4️⃣ CoreWeave $CRWV (顶流 AI 算力云) 5️⃣ Intel $INTC (芯片设计与代工) 6️⃣ IREN $IREN (高性能算力与挖矿) 7️⃣ Keel Infrastructure $KEEL (能源与新型电网基础设施) 8️⃣ Micron $MU (美光，算力硬通货 HBM 内存) 9️⃣ Riot $RIOT (数字基础设施与挖矿) 🔟 SanDisk $SNDK (闪存与基础存储) 1️⃣1️⃣ T1 Energy $TE (核心电力输送) 1️⃣2️⃣ 台积电 $TSM (全球 AI 芯片物理底座) 这份清单的底层逻辑极度清晰：算力（Chips） 存力（Memory） 电力基础设施（Power）。 AGI 决战的下半场，拼的就是谁能把变压器和清洁能源整到位！🧵👇

🚨 BREAKING 🇺🇸 FED WILL HIKE RATES BY 25 BPS IN 2026, CONFIRMED. SWAP MARKETS ARE PRICING IN A 100% CHANCE OF IT. BILLIONS IN LIQUIDITY WILL BE DRAINED. THIS IS EXTREMELY BAD FOR MARKETS...