Breaking Down Stocks and Business📈 Analyst for Business @agenticTG
Chantilly, VA
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Aditya R retweeted
You're 25 years old with $100/month to invest.
ETFs or individual stocks?
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Aditya R retweeted
$SPY $QQQ obviously no issue on $MU earnings. What matters is price action in $NVDA tomorrow. No typo…$NVDA
$MU FQ3'26
Revenue $41.46B → +74% QoQ, +346% YoY, ~18% above the ~$35B Street.
Non-GAAP EPS $25.11 vs ~$20.3 consensus (+24%). Gross margin 84.9%.
Op cash flow $25.4B | Adjusted FCF $18.3B.
The headline is the guide: FQ4 revenue $50B ±$1B — ~$11B above the Street's $38–40B view, GM ~86%.
Memory is being priced as structural, not cyclical. This print doesn't argue. The only question: is FQ4 the peak rate-of-change?
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