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🔥 Micron's Explosive Earnings! The Market Applauds the Macro Tailwind 🚀 ☕ - 2026.06.26
Micron Technology

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June 26, 2026

🔥 Micron's Explosive Earnings! The Market Applauds the Macro Tailwind 🚀 ☕ - 2026.06.26

Aha, the market is alive! Hello, this is Yangpa, the macro bull from Bultagi.com! 🧅 I haven't been watching the market for 30 years for nothing, the bell of opportunity is ringing!

Did everyone see Micron's earnings this week? I thought Micron would go up 'Micro', but it went up 'Macro'! Hahaha! ☕ Jokes aside, the numbers were truly massive.

🔥 Record-Breaking Earnings, The Market is Applauding~!

  • Insane Revenue Growth: Q3 revenue skyrocketed to $41.46 billion, up a whopping 346% year-over-year [2]. On top of that, they guided next quarter's revenue at around $50 billion [1]. This is something the market should give a standing ovation for! It's perfect!
  • Surpassing Market Caps Intraday: Right after the earnings release, the stock surged nearly 18%, briefly surpassing the market caps of Meta and Tesla intraday [3]. Hitting $1.398 trillion, it stood shoulder-to-shoulder with the Big Tech giants.
  • Margins and Sold-Out Myth: The gross margin is sitting around 84.6% to 85% [1] [5]. Furthermore, we're hearing news that their 2026 HBM volume is already sold out [7]. Seeing talks of 5-year long-term contracts shows how massively their status has grown in the market [5].

📉 Friday's Breather? Look at the Macro!

  • Profit-Taking and PCE: On Friday, the stock pulled back about 6-7%, taking a breather [2]. Don't let this scare you! It's natural for profit-taking to occur after such a massive run-up in a month, and more importantly, the US May PCE (Personal Consumption Expenditures) price index reported on Thursday rose 4.1% year-over-year, causing inflation concerns to rear their head slightly [4].
  • Impact from Asian Markets: Asian memory rivals like Samsung Electronics and SK Hynix fell, which also impacted investor sentiment in the US market. The KOSPI even triggered a buy sidecar on the Micron tailwind before showing volatility again.

🚀 Still an Attractive Valuation

  • Absolutely Cheap: Although the stock has run up significantly over the past year, some experts still evaluate it as 'absolutely cheap' on a Price-to-Earnings (P/E) basis compared to Nvidia and other top AI stocks [6].
  • Structural Growth: With the surge in AI accelerator demand leading to a persistent memory supply shortage, they hold strong pricing power [1]. The deal with Anthropic has also secured long-term demand visibility for next-generation AI infrastructure [1].

With macro tailwinds meeting explosive earnings, Yangpa thinks the bullish scenario for the AI memory cycle is clear. Rather than being shaken by short-term inflation indicators or profit-taking, it's time to hold tight to the massive fundamental shifts! I'll be back with more hot news next week! 🚀📈

📰 Reference News (4)

1

Micron + One Explosive AI Memory Stock to Buy Before H2 2026 - Yahoo Finance

Yahoo Finance · 2026.06.26

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2

Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools - Yahoo Finance

Yahoo Finance · 2026.06.26

📰 View original
3

Micron Rides AI Memory Boom, Surpasses Meta and Tesla Market Cap Intraday - v.daum.net

v.daum.net · 2026.06.26

📰 View original
4

Wall Street Mixed as Micron Soars and Apple Falls; Nasdaq Down 0.5% - Yonhap News

연합뉴스 · 2026.06.25

📰 View original

📺 Reference Videos (3)

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