What's on your mind?
ASML, AMAT, Lam and KLA are all engaged in Terafab project. SpaceX will spend $3B+ on pilot line and $16.8B on 1st Phase high volume fab. KLA could play a critical role in Terafab's early ramp (inspection and metrology tools) to tackle process defects and accelerate yield learning.
Source: Sravan Kundojjala
I guess it will keep going upwards
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
UBS: WFE spend is projected to go from $116.5B in 2025 to $274.5B in 2028E (2.4x), with memory leading at 2.7x, from $46.3B to $125.8B.
$Teradyne(TER.US) $KLA(KLAC.US) $Lam Research(LRCX.US) $Applied Materials(AMAT.US) $MKS(MKSI.US)beat expectation.
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
target sgd150
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
By outlining downside risks while also providing your own range of +4.3% to 8.6%, rather than simply picking a side, this is what makes such polls worth reading.
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
earning 4.3% to 8.6% is a fair result with so many things happening in the world. the demand is still strong but everyone is taking caution
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
Up 4.3% to 8.6%. Next day will be a better days. All the best!
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
An implied move of nearly 9% highlights just how finely balanced market expectations are heading into the print. For traders participating in the challenge or positioning around the earnings call, the primary focus shouldn't just be the headline beat or miss on Q4 numbers, but rather management's forward guidance on pricing trends, HBM capacity ramp-ups, and inventory normalization
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
up to moon
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
