المنشور

#CostcoBeatsMicronNext Costco just gave us a useful read on the consumer. Micron could give us one on AI 👀 Costco's Q4 revenue hit $95.7B, up 11.1%, while net income rose 14.9%. Strong renewals suggest consumers are still spending. Now attention shifts to Micron. What I'm watching isn't just another earnings beat. It's whether DRAM, NAND and HBM demand confirm that AI infrastructure spending is still translating into real memory growth. Consumer resilience passed its test. AI memory is next.