Micron ($MU) FY2026 Q4 numbers are insane... Revs of $54.2B, up +379% YoY EPS of $33.42, up +1,003% YoY Revs up +30.7% QoQ EPS up +33.1% QoQ FY2027 Q1 guidance also insane... Revs of $60-63B, at the midpoint they'd be up 351% YoY EPS of $37-39, at the midpoint they'd be up 695% YoY $MU probably does $170-180 of EPS in FY2027 so the stock is trading at ~6x NTM EPS with massive FCF and has said 100% of FCF will go back to shareholders **We are long several memory names including Micron, SK Square (holdco for SK Hynix) and Kioxia
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