r/investing
美光营收翻四倍，盘后大涨14%。
美光财报大超预期，毛利率创纪录且AI数据中心业务暴增，上调指引后盘后大涨14%。
- 美光第四季度营收和每股收益大幅超出华尔街预期。
- AI内存需求推动数据中心销售额同比暴增415%。
- 公司发布强劲的前瞻指引，盘后股价大涨14%。
营收：414.6亿美元，高于预期的358.4亿美元
每股收益（调整后）：25.11美元，高于预期的20.78美元
毛利率：调整后毛利率达到创纪录的84.9%，超过英伟达和Meta等科技巨头。
数据中心强劲表现：受人工智能内存需求激增推动，数据中心销售额同比增长415%，达到250亿美元（占总销售额的61%）。
指引营收490亿至510亿美元。盘后股价上涨14%。Reddit从没错过。
Its net income this quarter is higher than its revenue last quarter !
So tired of people who have been sitting this out constantly commenting this. Does it make you feel better for having sat it out
People like him are so closed minded. They basically think because this company cannot go up 1000% every year you shouldn't buy shares because apparantly the sell button is broken and you can never sell these stocks.
And that mentality is why people don't take profits and constantly keep calculating how much they missed out on by taking profits. I mean at this point everyone saw the giant memory explosion back this last February and had multiple chances to double and get their original investment out.
Basically the entire system would have to collapse for you not to believe even half the duration multiple memory companies keep saying - supply issues through end 2027
Yeah oh well.
Literally every good company will have a maturity phase, so what's your point?
Yes. AI is showing zero signs of stopping or even slowing down.
Maybe some of it is, but Google just borrowed $60 billion, they wouldn't borrow it if they intended to not spend it. They pay interest on it.
Here's the thing: Everybody needs RAM. US AI companies need RAM, Chinese AI companies need RAM. Non-Chinese companies that are running Chinese models will need RAM. Even if US AI companies stumble here soon, other companies will step in to run Chinese open-weight models much more cheaply... and they'll need RAM. So a company like MU is actually better positioned than many.
A few got rich digging for gold during the various gold rushes. Most of those selling shovels (mining equipment) did pretty well.
This is literally at least the 30th time I’ve seen this “sell shovels during gold rush” comment this week
Reddit can’t get enough of this joke
Sure! If you have a few billion dollars, 5 years to build a factory and hire highly sought after tech workers then you too can compete in an entrenched market that may or may not exist by the time your factory line churns out its first chip.
How old are you?
When rates go up 0.25% the intrinstic value of a company growing at 1000% will not go down by much.
I understand the confusion. I meant to say bought puts. I figured there was a chance to drop and wanted to cover my butt because I was planning to hold the shares either way
I have 50 shares so I figured I’d try to cover up to a 10% drop like all the other crap that’s dropped after earnings.
It going up seems to have a lot of other ai stocks on the way up which will easily cover what I lost in the puts
I’m not mad at all.