So Tim Cook will support the Chinese government, which is an enemy to the US, just so he can buy cheaper memory after jacking up prices anyways. Micron is a US company and deserves to profit, just as Apple has off of memory for a long time. Tim. Please go. Thanks. $AAPL
Everyone is focused on Micron’s $MU earnings beat.
I think the biggest takeaway is something few are talking about.
Next quarter Micron guided for $50B in rev and $35B profit.
For perspective, 1yr ago $NVDA reported $35B rev and $20B profit for the quarter.
I break down why this matters in the video below 👇🏼
@EndicottInvests The bearish post is overly pessimistic and misses the structural AI shift; the bullish counter is closer to reality. Today’s Q3 FY2026 earnings crush supports the view that Micron remains in a powerful upcycle, not “near peak growth” headed for collapse. - grok has spoken