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Micron, did you guys trade Micron yesterday? because that was that was an epic ride. We watched it from the opening bell. Who was here for it yesterday? Say me if you were here for it yesterday.

We watched Micron open uh what was it around 1050. It climbed all the way up to 10 1070. Then it dropped down to 1022. and then it pushed all the way to 1095 uh where it closed.

This is a chart updated right after Micron's Q4 fiscal 2026 report just a little while ago, and look at that huge jump in interest and investment income and its effect on earnings per share.

We don't have free cash flow per share yet. The 2026 annual report hasn't been filed yet by Micron, but we're gonna be talking about this. Let's talk about Micron. It was, again, obviously, and as expected, a very good report.

Micron's quarterly financial results compared to the stock price reaction are a prime example of why ordinary people are confused about the stock market, wondering in amazement, "What's going on in the world here?"

The reason I say this is that Micron reported revenues of $54.2 billion in its recently ended quarter, which is almost five times the revenue in the same quarter last year when it reported $11 billion.

So, revenues and sales have increased almost fivefold compared to the same period last year.

This is Micron, a $1.2 trillion semiconductor company that's benefiting from the current AI data center buildout. And it's only trading at 6 times 2027 earnings.

So today I'm going to dive in why Micron is trading at 6.7 times next year's earnings and why despite going up 1,400% over the past 5 years and nearly 500% over the past year, the stock is actually cheaper today based on its earnings.

That's on the back of MU earnings not collapsing in the market. It pushed up. They did so slightly which allowed the rest of the other SIM and AI tech plays to just push up higher on the charts. breathe a sigh of relief that MU didn't get knocked on its earnings report.

All right, MU. This is a big company. It it's really had a whole bunch of excitement this year rallying up the way it has with the AI data center buildout. And guys, if you haven't recognized, man, this has been a key driver in the increase of cost for all the computers.

Beware if you're going to be shopping for a new computer over the holiday season. Memory prices have literally gone out of control. But anyway, back into MU. The key thing for MU and a lot of investors including myself were watching was this horizontal trend line separating price from the peak highs that we had back in June.

And you can see price was capped for several attempts to go higher right here at this level at $1,35.50. Well, today we did trade underneath that. And where did we finish? Up near the top range of this consolidation.

So that leaves it at least near-term positive, which is also why the semis pushed up higher, which is why a lot of other uh um AI and tech plays continued to push up because MU did not break down.

Now, where can it go next? We've clearly got a gap fill right here. But guys, if I take away this inclining trend line, let me draw a parallel channel. I think this illustrates where we could go, especially when charts are making new highs on on their uh on the year or just on any near-term making new highs. where can we go?

Because we're not just going to stop at all-time highs on every single chart, but we cleanly see here if we were to continue to march up, that 50% area, the parallel will likely be the next key resistance beyond what I already identified, the gap fill and the all-time high.

Now, when it gets there is another question, but as you can see here, that line extends and gets higher and higher and higher for MU. So, positive news though, takeaway today. We are in the green still in this consolidation eyeing the next potential gap fill with a lot of overhead room to run if this MU play catches fire again.

I am interested in knowing your general impressions of Micron's latest earnings results. They continue to grow; their performance this quarter has been incredible. Revenues increased by more than 250%, and profits grew by more than 800%.

They continue to grow at an astonishing rate to meet the demand for their innovative memory, especially high-bandwidth and compression memory. Thus, to meet the requirements of larger models and more detailed inference processes.

They delivered numbers that uh are just gonna they're just they scorch the the eyebrows off my face. We're talking about 87% gross margin. Uh you know, how do you pull off margins like this making micro chips in was it Idaho and some in Korea? It's absolutely insane.

Uh Micro has uh now 26 strategic customer agreements and that's 35% of their estimated revenue through 2030. Um 32 billion uh dollars of customer financial commitments. The HBM demand remains through the roof.

I mean, these people are in like heart attack mode, just trying to keep up um uh with the HPM memory.

Revenues were four times higher than last year. So, Micron has once again exceeded expectations spectacularly. Revenues reached $54.2 billion. They outperformed in profits.

Overall, this report was very strong. We must also remember, as I mentioned, that this is the memory sector. So, people put Micron and Nvidia in the same conversation. Nvidia is making more chips.

Micron makes chips, but it is more dedicated to the memory side of artificial intelligence, which is still very healthy and very strong, and as I mentioned, they have problems with demand.

Well, demand is very strong, but supply is very constrained. Therefore, they have pricing power, and they have been able to take full advantage of that and use it to their advantage, and the company is achieving overwhelming success.

Welcome everybody. It is Micron time. I'm here with my good friend J.R. Romero to talk Micron and all things AI.

It's Micron. It's maybe maybe the last big earnings report for like um the next couple weeks. So, Jr. I have um table on the screen with Micron quarterly EPS like through the the last two sort [clears throat] of cyclical peaks in Micron you could see they were making like 353 a share then 259 and now they're doing over 33 and

Micron just announced its earnings, and I'm not simply using the word "sweep," but those numbers were truly phenomenal. Micron has just announced quarterly revenues of $54.2 billion .

This represents an increase of approximately 380% compared to what it was just one year ago.

Adjusted earnings reached $33.42 per share . And if you think those numbers are impressive, wait until you see what Micron has told us about the next quarter, where management is forecasting revenue of around $61.5 billion and adjusted earnings per share of $38.15.

Micron announced its results last night, and today they appeared in my checker, the AI-powered checker in my Cashflow IQ software.

and then I see Micron stock. "Micron" shows me what is called the equilibrium point. This is a strategy we call the equilibrium point because it is balanced. It is exactly at the execution price.

You get the greatest return at the execution price compared to whether you are outside or inside it.

We begin the new quarter, of course, with a strong "Micron" report . I have achieved amazing results. But the stock fell by 3%. I don't know what the expectations are regarding today's reaction.

All memory companies are experiencing a decline, which is interesting because it contradicts the wave of relief we have seen in Asia, where some South Korean companies have actually seen an upswing. look, Micron's results were $54 billion in revenue and $ 33.42 in earnings per share.

Data center revenues have increased elevenfold . In addition, the results exceeded the guidance expectations.

Let's focus on the Micron stock chart. Given that we received the earnings results yesterday, they were amazing. However, we are down 2.5 percent now. It is clear that we have seen this triple-digit increase since the beginning of the year.

We reached the peak in November, or should I say in June. We were trading largely sideways before these results were released.

Oh man, it is the morning after Micron earnings. Of course, it's got to be the top of the bottom. And the question now is what are people going to do with it?

Oh, Micron going green is so important. Oh, that's great. Micron going green is is uh very good. You did not want a giant red candlestick on this. It's still a little early, but first four minutes, that's good. I like to see that.

we have the results of Micron. It's down a little bit.

Stocks in focus for today are Micron Technology was 0.037% 037% higher in pre-market on Thursday after it posted fourth quarter revenue of $54.23 billion, beating analyst estimates of 50.75 billion and adjusted earnings of $3342 per share, beating estimates of $3145 per share.

In addition, we saw Micron reporting good earnings across the board, beating revenue and earnings expectations and guiding higher. But that stock is not rallying mainly because everyone expected a beat and it wasn't a big enough beat to push the stock even higher in the near term.

Let's talk about some good news at Micron. They are working at full capacity there. One of the comments I see about this report is from Ross Gerber, who I know was with us on air, saying that Micron is a real monster.

Amazing numbers and constantly improving. He says it is no longer a company with a volatile business cycle .

we have micron behind us.

If you look what happened with Micron yesterday, I think Micron's going to be interesting today. Micron's very tight. Okay, so at least it's tight.

And uh if you took an option play, chances are um you the dealers are going to win. You didn't have to. Now they're going to suckle the premium. People like, "Right dog, did you take options into MU?"

I'm like, "No, these option plays for earnings are just not working." Um but I will definitely be looking at it now.

Micron, the most popular memory stock. I would say, one of the most popular semiconductor stocks on the market right now, just released their earnings report. The stock price has remained fairly stable despite delivering exceptional earnings, great revenue, and incredible guidance.

If you own any semiconductor stocks, such as AMD, Nvidia, Micron or any of those stocks, I have big news for you today and we will discuss where semiconductor stocks are headed from now on.

There is also Micron. Now, Micron, one of the largest stocks in the entire stock market, has released its earnings report in the last hour or two. And what we've seen from them is incredible and, frankly, almost unprecedented so far, okay ?