2025-12-17 15:11:20

Micron Technology's earnings report is about to be released, and this report is more critical than expected.

Honestly, after Nvidia's last quarter exceeded expectations and the market rebounded, everyone is now asking the same question: Is the demand for AI storage chips real gold and silver, or just a story? Micron's earnings and subsequent guidance may provide a definitive answer to this question.

There are several key points to watch in this earnings report. First is HBM—high-end memory used in AI chip systems, with gross margins far higher than traditional chips. The report needs to clarify how much HBM is driving overall profit margins and whether capacity is truly tight. This directly relates to how much Micron can earn in the AI wave.

Second, don't overlook the role of enterprise SSDs in this wave. AI data centers have insatiable storage needs; can SSD shipments keep up with demand? This is also a signal.

Finally, Micron's outlook on future demand and prices for storage chips will essentially set the tone for the entire chip industry chain. The night of the earnings release is likely to see some volatility, as the market re-prices itself.

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TradingNightmare

· 2025-12-20 14:53

Nvidia's earnings unexpectedly fell short and the stock plummeted. Now it's up to Micron to tell a different story.

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SmartContractRebel

· 2025-12-20 13:29

Nvidia has already exceeded expectations, yet the market still plummeted. Micron's earnings report might just be another "wolf coming." Although HBM gross margin is high, can the production capacity really support it? Seems like it's all talk. That bottomless pit of data centers... I've heard it too many times. Is it true or false? On the night of the earnings report, it will definitely be a roller coaster. I bet five dollars it will be a pattern of first rising and then crashing.

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SignatureLiquidator

· 2025-12-19 15:12

Nvidia can plunge, so why can't Micron? Even with a high HBM gross margin, it still depends on how much can be sold.

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SellLowExpert

· 2025-12-18 06:34

NVIDIA can plunge, Micron's earnings report might just be a "surprise" It's about HBM and SSD again, ultimately whether the story can turn into cash flow... Really? It all depends on whether the numbers will deceive us

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DataPickledFish

· 2025-12-17 15:40

Nvidia has already exceeded expectations and still dropped sharply. Now looking at Micron's earnings report feels like waiting for a court ruling... Is this AI demand really real or not? Once the HBM gross margin loosens, the entire chip supply chain will have to move accordingly. The earnings report will reveal the truth. Can SSD shipment volume keep up? That's the real test; otherwise, it's just talk on paper. A single statement from Micron can determine the entire industry, and that night it was definitely chaotic... When it comes to storage, honestly, it all depends on whether they dare to raise prices. If they dare, it means there's a real shortage.

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OnlyOnMainnet

· 2025-12-17 15:39

Nvidia has already exceeded expectations and still dropped sharply. Now it's Micron's turn, and I'm a bit nervous. If HBM truly faces capacity constraints and profits soar, a bunch of follow-on chip stocks will have to explode. What if SSD shipments can't keep up? That would mean AI demand isn't as strong as we thought, and the story will collapse. Waiting for the earnings report that night, it feels like another roller coaster ride.

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ContractTearjerker

· 2025-12-17 15:37

Nvidia can even plunge, how good can Micron's earnings report be? I think this wave is just a leek harvesting scheme. Even with higher HBM gross margin, it can't save the situation; the key is whether the production capacity can keep up, and no one can say for sure. Let's wait for the earnings report to come out; anyway, no matter what, I am destined to be a leek. The demand from data centers is really not enough to support the valuation of the entire industry chain; don't be fooled by the stories. If Micron's guidance disappoints this time, the chip sector will cool down directly. Let's see who will still be hyping the AI concept then.

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MetaMisfit

· 2025-12-17 15:36

Well... Nvidia has already exceeded expectations and still took a dive. Now we're counting on Micron to save the day? I'm a bit numb to it all. It's true that HBM has high gross margins, but we've been hearing about capacity shortages for how long now? It feels like it's been the same story forever. Let's wait for the earnings report; anyway, we're going to get cut again.

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ETHReserveBank

· 2025-12-17 15:21

NVIDIA's recent moves really left people stunned. Now it's up to Micron to see if they can tell the truth. The real key is the gross margin of HBM—don't let it turn out to be just a mirage. I've heard that production capacity is tight, but whether the data can support this story is the real question. If SSD shipments can't keep up, the entire AI storage demand chain will have a gap. The earnings report night will definitely be volatile; be prepared to cut losses.

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