Positive Outlook on Micron Amid Explosive Revenue Guidance

22 days ago

Jose Najarro

"Now the next thing I want to talk about is something that I actually think is a little bit more crucial than the silver prices. the silver thing I just really wanted to bring up as it is very trendy and just wanted to share my overall thoughts that this is not a thesis breaking for me. Now Micron and the overall memory market is something that I think should definitely be a thing to keep an eye out. So Micron has done amazing right year to date the stock is up roughly 226%. Now we've been covering Micron I think we even covered their earnings. I know at what the chip happened uh community we I actually did a deep dive analysis on their earnings breaking down my overall thoughts but Micron thanks to the needs of AI chips and HBM which is crucial for AI chips revenue is exploding I mean November 2025 we see quarterly revenue being 13.6 billion. And more importantly, guidance for the next quarter was insane."

The speaker provides a strong company-specific commentary on Micron, highlighting its impressive 226% year-to-date performance and explosive revenue growth driven by robust AI chip and HBM demand. The commentary stresses Micron's earnings strength with a forecast of 13.6 billion in quarterly revenue and remarkable guidance for the next quarter, marking it as a key player in the memory market.

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