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← @matiasscalbi

$MU

BEARISH2026-09-28
Price around the call
↓ 2026-09-28
By horizonMaturing · ~1 trading days to go
1d
…
5d
✓ -3.8%
21d
…
Original post
Matias Scalbi · 2026-09-28

🔥 $MU PRESENTA RESULTADOS Y PUEDE DAR UNA PISTA CLAVE SOBRE LA INVERSIÓN EN IA: ¿SIGUE FIRME LA DEMANDA DE MEMORIA? Te presento el análisis completo que hizo hoy JP Morgan respecto a Micron. Creen que puede superar lo esperado, y te explico cómo impacta en el mercado Micron presenta resultados el miércoles 30/9. El mercado espera USD 51.4B de ingresos, 86.2% de margen bruto (lo que queda después del costo de fabricar sus productos) y USD 31.73 de ganancia por acción El banco estima que los precios de DRAM (memoria RAM) habrían subido más de 20% frente al trimestre anterior y los de NAND (chips de almacenamiento) cerca de 20% También espera que la previsión de Micron para el próximo trimestre supere los USD 56.3B de ingresos que hoy calcula el mercado La otra cifra que voy a mirar son

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