Micron (MU) Q3 FY2026 blowout: Revenue $41.5bn, record GPM of 84.9%, EPS $25.11 (+22% beat) — shares surged +14.6% after hours. HBM3E and HBM4 are sold out through 2027, with demand visibility extending into 2028; customers have committed $22bn in prepayments, and HBM4 is ramping at 2x the speed of prior-gen. Memory supercycle fully locked in — or is the valuation already stretched?

Micron (MU) Q3 FY2026 blowout: Revenue $41.5bn, record GPM of 84.9%, EPS $25.11 (+22% beat) — shares surged +14.6% after hours. HBM3E and HBM4 are sold out through 2027, with demand visibility extending into 2028; customers have committed $22bn in prepayments, and HBM4 is ramping at 2x the speed of prior-gen. Memory supercycle fully locked in — or is the valuation already stretched?

MU Q3 blowout: HBM booked to 2027, +14.6%

My take is ATH rally for Micron.Given the continued crunch on AI and RAM chips, even profit taking won't dampen the bullish sentiments of the masses.The Iran US war may be simmering but oil situation will not re-establish in the next month or so, hence safe haven stock like Micron is the way to go.

lungrisser

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