Jared Walden

#Blessed #bitcoin #eth

[Jared Walden @JWalden4]

@RealWesleyG @9to5mac @ChanceHMiller Same for me. Both companies blamed the other, but Apple is replacing my device that I am still waiting on replacement.

[Jared Walden @JWalden4]

@ChanceHMiller @9to5mac Been dealing with this and have contacted both Apple and ATT and it’s been a lot of blaming each other

[Jared Walden @JWalden4]

Welp fire up the money printer

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump says inflation could pay down the $40 trillion US national debt "very rapidly."

[Jeremy Lefebvre @HolySmokas]

Micron

[Shay Boloor @StockSavvyShay]

$MU ABSOLUTELY CRUSHED THEIR EARNINGS

• Revenue $54.2B vs Est. $51.5B
• EPS $33.42 vs Est. $31.82
• Net Income $38.4B vs Est. $36.2B
• Gross Margin 87% vs Est. 86%

Q1 Guidance
• Revenue $62B vs Est. $58B
• EPS $38.15 vs Est. $35.92
• Gross Margin 86% vs Est. 86%

[Wall St Engine @wallstengine]

MICRON $MU Q4’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $54.23B (Est. $51.07B) 🟢; +379% YoY
🔹 Adj. EPS: $33.42 (Est. $31.61) 🟢
🔹 Adj. Gross Margin: 87.0% (Est. 86.1%) 🟢

Q1 FY27 Guide:
🔹 Revenue: $61.5B ± $1.5B (Est. $57.02B) 🟢
🔹 Adj. EPS: $38.15 ± $1.00 (Est. $35.40) 🟢
🔹 Adj. Gross Margin: ~86.25% (Est. 86.4%) 🟡

CapEx & Cash Flow:
🔹 Operating Cash Flow: $43.97B (Est. $34.47B) 🟢

Business Unit Revenue:
🔹 Cloud Memory: $16.28B
🔹 Core Data Center: $18.00B
🔹 Mobile and Client: $13.11B
🔹 Automotive and Embedded: $6.82B

Other Q4 Metrics:
🔹 Adj. Oper Income: $44.64B (Est. $42.41B) 🟢
🔹 Adj. Net Income: $38.40B (Est. $36.31B) 🟢
🔹 GAAP EPS: $32.87

Key Updates:
🔸 Quarterly dividend of $0.15 per share

Comments:
🔸 “Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027”

[Shay Boloor @StockSavvyShay]

$MU says humanoid robots could need 200GB+ of DRAM and multiple terabytes of storage per unit with several physical AI customers already sampling next gen products.

Micron says physical AI can become a “significant driver of memory and storage demand by the end of this decade” effectively putting server level memory into millions of machines outside the data center.

[TrendSpider @TrendSpider]

MICRON $MU

"WE EXPECT MEMORY AND STORAGE SUPPLY-DEMAND CONDITIONS TO BE MUCH TIGTHER IN FISCAL 2027 AND 2028 THAN THEY WERE IN 2026."

[Jared Walden @JWalden4]

Anyone buying a house right now just setting yourself up to be house poor the rest of your life

[unusual_whales @unusual_whales]

BREAKING: The average 30-year fixed mortgage rate has hit 7.30%, per MBA

[NoLimit @NoLimitGains]

No way…

Good luck buying a house

[Jared Walden @JWalden4]

@Apple @AppleSupport @ATT @ATTHelp I need help with my Iphone 18 pro max since launch have struggled with cell service. It’s either on SOS or doesn’t work. It’s been over a week

[Jared Walden @JWalden4]

@RolyThacker @JoeTipton @Rivals @KSRonX @JackPilgrimKSR @MrsTylerKSR @InsideTexas @CreighTakes This is how you know UK has really fallen off. Forget going 22-14 last year and struggling to recruit, but you beat Duke 2 years ago. 😂

[Jared Walden @JWalden4]

@J5_Sports1 I think the issue is the OLine

[Jared Walden @JWalden4]

@Kalshi

[Jared Walden @JWalden4]

@JanaCryptoQueen One side negotiating and another side moving the goal post

[Jared Walden @JWalden4]

Still so stoked I got him in my Dynasty League draft at 2.2

[NFL @NFL]

Denzel Boston's 1st TD as a Brown 🔥

CLEvsJAX on CBS/Paramount+
Stream on @NFLPlus

[Jared Walden @JWalden4]

Notre Dame 52
Rice Total Yards 53

[Jared Walden @JWalden4]

Adon just killed a dude ���

[Jared Walden @JWalden4]

@UNC_Basketball Lol