Whale Watcher

Oct 15, 2026 · bearish

(https://www.cnbc.com/2026/10/15/memory-stocks-micron-sk-hynix-samsung-china.html) over 2029 oversupply concerns, but that's the wrong recession to worry about. $MU posted in annual EPS on revenue—a net margin that screams AI data-center tailwind. The 4Q quarterly data shows $54.2B revenue and $32.93 EPS, which means the latest 90 days captured that peak.

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