#CostcoQ4EarningsWatch

#CostcoQ4EarningsWatch Two earnings reports, two very different health checks 👀 Costco already showed Q4 sales up 11.3%, so I'm watching membership renewals and margins for signs the consumer is still spending. Then comes Micron, guiding for ~$50B revenue and an eye-catching ~86% gross margin. What caught my attention is the contrast: Costco tests consumer resilience, while Micron tests whether AI memory demand can keep supporting exceptional pricing power.

#CostcoQ4EarningsWatch Two earnings reports, two very different health checks 👀 Costco already posted Q4 sales of $93.9B, up 11.3%. Now I'm watching margins, membership and renewals to see how resilient consumers really are. Then Micron takes the spotlight with $50B revenue guidance and ~86% gross margin. One tests household spending. The other tests AI memory demand. Together, they could tell us whether both sides of the economy are still spending, just for very different reasons.

COST is back in focus. Q4 earnings are the key event to watch, with investors looking for clues from sales, margins, and the broader consumer picture. The interesting part will be the market reaction after the numbers drop — sometimes the headline result matters less than what the guidance says next. #CostcoQ4EarningsWatch

#CostcoQ4EarningsWatch Costco’s upcoming results look like a useful check on how resilient consumers really are 🛒 The company already reported Q4 net sales of $93.9B, up 11.3% YoY, with comparable sales rising 9.4%. Those numbers look strong, but I’m more curious about membership renewals and margins. Sales can keep growing while shoppers become more selective, so the details may say more than the headline. Micron’s results follow on September 30, creating a very different test. Its guidance points to roughly $50B in revenue and an 86% gross margin, reflecting intense demand for AI memory. To me, these two reports capture the market’s current split perfectly: one measures household spending, while the other measures the strength of the AI infrastructure boom. It’ll be interesting to see which side looks more durable once the numbers arrive 🧩

Costco is about to release its earnings report, so why is the crypto community so focused on how many rotisserie chickens it sold? First, it doesn't stockpile Bitcoin, and second, it doesn't accept Bitcoin payments. But it knows whether Americans' wallets are still full. Good earnings → Americans are still buying lots of toilet paper and rotisserie chickens → strong consumption → inflation remains high →#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.

Costco earnings are coming, and I’m watching the customer more than the headline numbers. Costco has always impressed me with how simple its model looks from the outside: keep prices competitive, sell in huge volumes, and give members enough value that they keep renewing. Personally, the numbers I’m most curious about are membership renewals, store traffic, margins and online sales. If consumers are still spending consistently at Costco even while being more careful with their budgets, that tells us something about both the strength of the brand and the health of the consumer. I’m also interested in whether Costco can keep growing without sacrificing the value proposition that made people loyal in the first place. For me, Costco earnings aren't just a retail story. They’re also a pretty useful check on how the everyday consumer is actually feeling. 👀 Are shoppers still spending comfortably, or becoming more selective? #CostcoQ4EarningsWatch $BTC

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

#CostcoQ4EarningsWatch Costco will report fiscal fourth-quarter results on September 24 after the U.S. market close. Analysts expect revenue of roughly $94.85–$94.9 billion and adjusted EPS around $6.53–$6.55. Investors will focus on comparable sales, renewal rates, membership income, e-commerce growth and the effect of tariffs and operating costs. Costco’s membership model provides recurring revenue and strong customer loyalty, but the stock also trades at a demanding valuation. A small earnings beat may not be enough if management gives cautious guidance or signals margin pressure. My view is that membership trends and forward commentary will matter more than the headline EPS number. Costco’s ability to preserve its value proposition while costs rise will be the key story.

#OracleAdobeToday AI demand is no longer the question. The bill is 👀 Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins? What caught my attention is the shift. From Oracle's cloud to Adobe's software and Apple's AI hardware, the race is moving from building AI to proving it actually pays