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Stephen Sopko of HyperFrame says Micron (MU) is hitting on all cylinders with Q4 revenue expected above $50 billion. He's watching for signs that high bandwidth memory demand extends through 2027, as only Micron (MU), SK Hynix, and Samsung make HBM at scale. He sees the ITC patent complaint as legal noise, with price targets ranging up to $1575.

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What to Watch as Micron Reports Earnings Hitting on All Cylinders

Schwab Network

What to Watch as Micron Reports Earnings Hitting on All Cylinders