Key insights
- The author believes recent selling pressure on Micron is 'noise' and that 'big money' is accumulating shares. They highlight strong projected Q3 and Q4 earnings, with significant revenue and EPS growth expected through 2027. The article also notes Japan's substantial investment in AI and semiconductors, suggesting a bullish outlook for the sector and Micron specifically, despite short-term market fluctuations.
all the news and selling is just noise!! big money wants your shares!! there will be selling guarantee but the fundamentals has not changed!
todays earnings Q3 should be roughly 35billion revenue, eps24
next earnings Q4 should be roughly 42billion, eps29!!!
lately all this nonsense is just noise so retail sell!! we will get dips here and there but the numbers seems to be only goin up!!
I bought back in today and will be buying more Friday for options expiry
2026 expected revenue 114billion,eps70
2027 198billion revenue,eps132
these numbers are almost double