Harry浩泰

Micron’s Q4 earnings report: no sharp surge or crash; it dipped down slightly with a quick needle-like move and then bounced back to 1070.
$MUB 2026 fiscal year Q4 earnings highlights
Revenue: $54.23 billion (vs. estimate of $51.07 billion); up 379% year over year
Adjusted EPS: $33.42 (vs. estimate of $31.61)
Adjusted gross margin: 87.0% (vs. estimate of 86.1%)

2027 fiscal year Q1 guidance:
Revenue: $61.5 billion ± $1.5 billion (vs. estimate of $57.02 billion)
Adjusted EPS: $38.15 ± $1.00 (vs. estimate of $35.40)
Adjusted gross margin: ~86.25% (vs. estimate of 86.4%)

Capital expenditures and cash flow:
Operating cash flow: $43.97 billion (vs. estimate of $34.47 billion)

Revenue by business segment:
Cloud Memory: $16.28 billion
Core Data Center: $18.00 billion
Mobile and Client: $13.11 billion
Automotive and Embedded: $6.82 billion

Other key metrics for Q4:
Adjusted operating profit: $44.64 billion (vs. estimate of $42.41 billion)
Adjusted net profit: $38.40 billion (vs. estimate of $36.31 billion)
GAAP EPS: $32.87

Key update:
Quarterly dividend per share: $0.15
Management commentary:
“Micron delivered record performance in fiscal 2026, and we expect even stronger results in fiscal 2027.”

#MUusdt Micron’s script tonight probably first raises to around 1100, then crashes down while waiting for the earnings report. This earnings report being either above expectations or just in line with expectations is still “good news that has already been fully priced in.” I’ll continue probing further down. Tonight I’m placing orders according to this route—SanDisk and Micron will do it in sync. Let’s go!!!

The returns from reviewing the stock market with SanDisk require long-term accumulation. #SNDK . Micron's September 30 earnings report: During the storage pullback, many people enter the market aiming to "catch the daily limit-up" and "turn a profit with a doubling dark horse," but they overlook that most short-term windfall gains come with risks that are hard to bear. What truly keeps you invincible in the market is building an investment system that can be replicated and an attitude toward compounding that can endure across cycles.

Buy more, #SNDKUSDT target a pullback below 1700, around 1660

#SNDKUSDT Storage overall route is going to return to the lowest point. I only saw 1440. Micron, Hynix, and Samsung are all synchronizing their pullbacks. In the Micron earnings report on September 30, there will probably be a big fluctuation. For now, bearish.

I can’t play the knockoff game anymore—the real “pig slaughter” scam $QNT isn’t even as good as honestly waiting for the US stock market to open.

#SNDK SK Hynix, Samsung, Micron—these three storage companies are the hottest in terms of AI-related HBM products on the market. Also, there are all kinds of business in mobile memory. I can understand why the stock might rise, but SanDisk only makes ordinary memory and SD cards. It doesn’t seem to have anything to do with AI. NAND is basically just storage for files on a hard drive—why would its stock move in sync with the first three companies? What products does it actually have? Why is its cash flow so good, with so many orders and buybacks? Is it possible that the data is fake? I can’t see where it’s actually making money. I even see that SanDisk’s major shareholder has been selling shares around 1500.

1: My questions about SanDisk: Is it just a pseudo-technology stock, or am I missing something? Where does its revenue come from? Does it have any solid competitive advantages in the AI field? If not, should I rate it as bearish?

Watching AMD break through $600 and step into a trillion-dollar market cap—at that moment, I felt a whirlwind of emotions.
In 2019, $30 AMD was the first U.S. stock I bought in my life. Still in college, I held onto only $3,000 with great anticipation, and bought 100 shares. Back then, I didn’t understand anything. I only bought it because I liked the name—AMD, Advanced Micro Devices. It sounded so powerful and cool.
From $30 onward, every wave of movement, I bought: 100, 150, 200. I even bought from 140 to 210, feeling quite smug—then, right after that, the 2025 tariff war came, and I ended up selling everything from 160 down to 80 in despair and torment.
There was also Micron Technology in 2024—around $70. It “exploded” on earnings, so it surged to $90. I was in a hurry to take profits, thinking shallowly that storage was just a cyclical industry. In the AI boom, I assumed it was only a side character, something secondary. I never expected that afterward I would never be able to catch up to its pace.
Those years, I never had a moment of peace.
News kept belittling it, and all kinds of “xhs stock gods” mocked it:
“Why buy AMD? A perennial runner-up—what makes you think you can go head-to-head with NVIDIA?! Micron isn’t just a seller of cyclical memory—what does it have to do with core AI?"
Back then, when NVIDIA’s market cap hit a historic $5 trillion milestone, AMD—the industry’s runner-up—only had a pathetic $200 billion. And yet, inside, I always believed AMD would reach a trillion-dollar market cap.
But in the end, amid endless doubts and noise, I wavered. I started doubting. In one “smart” trading cycle after another, I handed over all my cheap shares with my own hands.
We always think we lost to the market. But really, we just lost to ourselves.

Saving like this is too scary!!$SNDK

I'm afraid we'll be up to 1900+.

SK hynix: The Korean stock + U.S. stock pullback is just a chance to go long. I don’t care—just win $SKHY $MUU $SNDK

The market is even more bullish on CPUs today. AMD +9.25% and semiconductors rallying sharply is indeed true. Intel INTC is up +13.72%—more than AMD. But why haven’t storage stocks fully caught up?
I’m bullish on Micron and SanDisk + SK hynix. Tomorrow they’ll probably drop again; they should be choppy and trade sideways until the MU earnings report. In the long run, SanDisk is still bullish—there will always be a shortage of storage!!#MU $INTC $AMDB $SOXLB

Wrong button—dangerous, omg 😂😂

Leopold’s high-leverage, high-stakes bet #SNDK #MU #美光科技
Last Friday, about $96 million in short-term call options poured into four AI chip stocks—SanDisk, Micron, Intel, and Marvel. During the day, SanDisk surged by as much as about 11%.

This former OpenAI researcher has founded an AI-themed fund again and started making a major bet of roughly $96 million. He concentrated purchases of short-term call options on four AI chip stocks—SanDisk, Micron, Intel, and Marvel. The premiums for each underlying were about $44 million for Micron and about $41 million for SanDisk. The options expire on October 2, and before expiration all of these premiums will be wiped out. So far, there are only two weeks left. His position and these are the premiums he paid—he basically can’t afford any wrong decisions. Any error would cause his more than $90 million in premiums to vanish by October 2.

October 2 is the second day after Micron’s earnings report, so he’s essentially betting that storage will have a major breakout in the next earnings quarter. SanDisk is bought on a mark-to-market basis at about par, while the others still have some degree of out-of-the-money.

These extremely short-term, extremely high-leverage call options indicate that he expects a very strong burst from storage in the near term. Based on his margin, the amount of capital being moved is about 11 times the funds currently deployed. His delta averages around 0.4, so his leverage is nearly 10x, plus some additional credit lines provided by the bank.

MU and SNDK#MU #SNDK
Looks like both have reached a critical point?
Here with SanDisk, you can see a triple top, and you can also see something like a cup mouth—or possibly a double bottom. The 1800 level feels like a very important point: it can break up or down. If it breaks down, it probably won’t give it a fourth chance, right?

MU is quite clear though: the second wave is weaker compared to the first, but at least it’s much more stable than the DiZi. That’s also why I prefer MU. Could it be driven by inertia to 1040? Is that also a key point? The wedge should be close to getting resolved too, right?!

SanDisk has started; the S&P 100 capital inflow—at least for now I don’t dare to go short. If there’s a pullback, I want to catch long positions.

This order went from -4000u to -400u over two days.
Tonight, are you going to take me flying again on your D1 King?！！

It’s Friday!! Let’s go for a final push in the US stock market!

Once the US raises interest rates, it will siphon global investment into the United States, causing the US stock market to rise. This logic holds true. I can get out of my bind soon and make a profit!!! #sndk #储存 #SanDisk

The Fed’s rate hikes have still caused prices to rise—does that mean the bad news is already priced in and it’s good news?