Is it really possible for Micron to achieve a gross margin of over 80%?
> Yes, it is certainly possible; in fact, during the Q3 earnings call, they provided guidance for an 80% gross margin for Q4 of FY 2026, alongside a revenue forecast of approximately $50 billion.
Now, what exactly does "gross margin" mean? It represents the profit remaining after deducting the costs required to manufacture a product.
You already know why this is important.
Regarding AI infrastructure companies like Nvidia are popular for building microchips, and Micron is also performing well right now.
There is also rising demand for HBM (High Bandwidth Memory), a type of DRAM.
Micron is manufacturing this high-volume, high-bandwidth memory a market currently dominated by major players like SK Hynix and Samsung.
These major companies are based in the US and South Korea.
The crucial factor now is that only the companies capable of rapidly scaling production capacity to meet AI customer requirements will survive in this market.
I see Micron leading the way in HBM capacity because they can manufacture these products very quickly; Micron is well-positioned to win this race in the AI infrastructure space. Micron is significantly ahead of SK Hynix and Samsung in terms of memory cycles.
When considering initial supply and other factors, it is evident that Micron holds a strong lead. While companies like Samsung and SK Hynix are trying to competewhich could present some challenges Micron is well-positioned to overcome them.
This presents a bullish scenario: if AI demand rises, the demand for HBM and DRAM will also increase. Prices will go up, leading to higher profit margins. I believe this is the best outlook, as Micron stands to benefit greatly from the HBM race and the memory supercycle. From my perspective, the case for Micron is bullish; the stock is likely to see significant upward momentum.
I clearly said that $1,400–$1,600 could be the top area for ZEC. After that, I expected a correction toward $1,000.
I already made more than $60K profit from my long position. But after I opened a short position, my timeline became full of ZEC holders saying it would reach $5K, then $10K, and even compete with Bitcoin 😂
This is the problem with fanboys. They don’t trade the market; they trade the hype.
They follow news, narratives, and green candles, but they forget what can happen when the hype disappears.
I have seen these cycles many times. Sometimes, the best time to take profit is when everyone believes the price can only go higher.
What do you think is ZEC still strong, or is the hype finally cooling down? $ZEC
$HYPE Is Trending After Binance Listing but the Seed Tag Matters
Binance has listed Hyperliquid (HYPE) with three spot pairs: HYPE/USDT, HYPE/USDC, and HYPE/TRY Trading opened on September 24 at 11:00 UTC, while withdrawals are expected to open on September 25 at 11:00 UTC.
The important detail is that Binance applied a Seed Tag to HYPE. This means the token is considered a relatively new project with higher-than-normal volatility and risk. Binance also requires users to complete a risk quiz before trading Seed Tag assets.
The listing improves accessibility, but it does not remove the project’s risks. After a major exchange listing, attention, liquidity, and short-term volatility can all rise quickly. I would focus on whether HYPE maintains healthy liquidity and adoption after the initial excitement fades.
Is the Binance listing more important for HYPE’s visibility, or for the long-term growth of the Hyperliquid ecosystem?
$ONE Harmony has had three major token-supply security failures:
> the 2022 Horizon bridge hack ($100M, tied to North Korea's Lazarus Group)
> 2023 minting bug ONGOING
> August 2026 exploit where attackers minted ~2.4 trillion unauthorized ONE tokens.
The team's response was to announce they're shutting the chain down entirely, calling the cost of defending it no longer sustainable, and migrating holders to Ethereum via a snapshot airdrop. it can drop like like it never existed anytime…..$ONE