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kosem
👀 $MU earnings could be less about the past quarter and more about what comes next.
The key signals I’m watching:
• HBM demand
• Memory pricing
• AI data-center spending
• Forward guidance
With expectations already elevated, the outlook could matter more than the headline EPS.
AI demand is strong — now the question is how durable it really is. 📊💾
#MicronEarningsAhead
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