#CostcoQ4EarningsWatch

Why is crypto watching Costco's $4.99 chicken? 🍗 Retail metrics reflect U.S. consumer stamina. Strong spending signals sticky inflation, keeping rate cuts on hold and draining risk-asset liquidity. Softening retail numbers hint at central bank easing, sparking early momentum across digital assets. $BTC traders aren't looking at sales—they're checking the liquidity faucet. 🚰📈 #BTC87KCryptoCap3T #CostcoQ4EarningsWatch #CostcoQ4EarningsWatch

Costco will report FY2026 Q4 results on the afternoon of Sep 24 ET. It previously disclosed Q4 net sales of $93.9B, up 11.3% YoY, with comparable sales up 9.4%, or 6.7% excluding fuel and FX. Focus shifts to membership, renewal rates and margins. Micron reports FY2026 Q4 results on the afternoon of Sep 30 ET. Its guidance is revenue of $50B, plus or minus $1B, non-GAAP EPS of $31, plus or minus $1, and gross margin of ~86%. #BTC87KCryptoCap3T #CryptoTreasuriesBuy #CostcoQ4EarningsWatch

$SNDK is up 5.2% today while $MU is up 2.9%. Why? The catalyst was company-specific. Rosenblatt initiated Sandisk at Buy with a $2,400 target, arguing AI compute is making NAND more critical to the system. But the bid spread beyond Sandisk, so I think the market is starting to treat this as a broader memory trade as well. The spillover makes today’s move look bigger than one analyst-note pop. Sandisk’s fundamentals make that read plausible. Fiscal Q4 revenue rose 51% sequentially to $8.97 billion, and roughly two-thirds of the increase came from pricing. The company is also working with SK hynix on High Bandwidth Flash for AI inference. Alva’s anomaly data caught the difference. $SNDK’s 5% move crossed its anomaly threshold; $MU’s gain did not. Rosenblatt’s note changes expectations. Earnings stay the same today, and this memory bid still has to survive Micron’s next report and any supply response.

Why is crypto watching Costco's $4.99 chicken? 🍗 Retail metrics reflect U.S. consumer stamina. Strong spending signals sticky inflation, keeping rate cuts on hold and draining risk-asset liquidity. Softening retail numbers hint at central bank easing, sparking early momentum across digital assets. $BTC traders aren't looking at sales—they're checking the liquidity faucet. 🚰📈 #BTC87KCryptoCap3T #CostcoQ4EarningsWatch #CostcoQ4EarningsWatch

Costco will report FY2026 Q4 results on the afternoon of Sep 24 ET. It previously disclosed Q4 net sales of $93.9B, up 11.3% YoY, with comparable sales up 9.4%, or 6.7% excluding fuel and FX. Focus shifts to membership, renewal rates and margins. Micron reports FY2026 Q4 results on the afternoon of Sep 30 ET. Its guidance is revenue of $50B, plus or minus $1B, non-GAAP EPS of $31, plus or minus $1, and gross margin of ~86%. The reports will test consumer resilience and AI memory demand.

Costco will report FY2026 Q4 results on the afternoon of Sep 24 ET. It previously disclosed Q4 net sales of $93.9B, up 11.3% YoY, with comparable sales up 9.4%, or 6.7% excluding fuel and FX. Focus shifts to membership, renewal rates and margins. Micron reports FY2026 Q4 results afternoon of Sep 30 ET. Its guidance revenue of $50B, plus or minus $1B, non-GAAP EPS of $31, plus or minus $1, and gross margin of ~86%. The reports test consumer resilience and AI memory demand. #OKXTraderVoices

#CostcoQ4EarningsWatch Two earnings reports, two very different economic signals 👀 Costco already posted $93.9B in Q4 sales, up 11.3%. Now I'm watching margins, memberships and renewals for signs of consumer strength. Then comes Micron, guiding for $50B revenue and ~86% gross margin. What stands out is the contrast: Costco tests the consumer, Micron tests AI demand. Together, they could tell us whether growth is broadening beyond the AI boom.

Costco will report FY2026 Q4 results on the afternoon of Sep 24 ET. It previously disclosed Q4 net sales of $93.9B, up 11.3% YoY, with comparable sales up 9.4%, or 6.7% excluding fuel and FX. Focus shifts to membership, renewal rates and margins. Micron reports FY2026 Q4 results on the afternoon of Sep 30 ET. Its guidance is revenue of $50B, plus or minus $1B, non-GAAP EPS of $31, plus or minus $1, and gross margin of ~86%. The reports will test consumer resilience and AI memory demand.

BREAKING: Michael Burry warns Big Tech's AI filings are hiding major risks. Oracle disclosed $288 billion in leases it hasn't even started paying for yet. Burry says Big Tech also doesn't disclose how much "AI demand" is just companies paying each other to buy their own products.#CryptoRecoveryBroadens #FedOctHikeOddsHit55% #UNI21%RallyOnSECRule

#OracleAICloudUp121% Oracle’s AI cloud revenue grew 121% YoY, accelerating from 93% last quarter. That’s the number that immediately stood out to me 🚀 Revenue and EPS both beat estimates, remaining performance obligations increased from $638B to $664B, and Oracle raised its guidance. Demand clearly isn’t the problem. The tension is what it costs to meet that demand. Data-center capex remains high, free cash flow is still under pressure, and a huge backlog only becomes valuable when Oracle can deliver the capacity and convert contracts into profitable revenue 🏗️ Adobe also beat expectations and raised its full-year outlook, yet the market remains cautious about how quickly its AI products can create incremental revenue. To me, both reports point to the same question: AI demand is visible, but when does it become efficient growth? Oracle’s acceleration is impressive. The next milestone is proving that infrastructure spending can eventually strengthen—not continually absorb—cash flow.