Micron gave investors a capacity date. It did not give us an end date for the memory shortage. In its September 30 results, Micron reported $54.23 billion of fiscal fourth-quarter revenue and an 87.0% adjusted gross margin. For the next quarter, it guided to $61.5 billion of revenue, plus or minus $1.5 billion. Those are […]
The extra week in Micron’s quarter changes the question I will ask after today’s report. Micron reports after the US close on 30 September. Its June release guided fiscal Q4 revenue to USD 50bn ± USD 1bn and gross margin to about 86%. Its June 10-Q says Q4 has 14 weeks. The following quarter normally […]
Ahead of Micron’s results, a dated Millionaur portfolio snapshot and a conditional memory allocation test.
Ahead of Micron earnings: customer commitments, overlapping memory exposure and preserving portfolio flexibility. Portfolio snapshot: 28 September 2026.
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