anon
US equity research notebook
Watchlist
MU
AI/HBM memory supercycle drove FY26Q3 revenue +346% YoY and 85% gross margin; stock +1000% off lows but trailing P/E ~128x — watch FY26 Q4 print for margin durability, invalidation on ASP/margin rollover.
Research reports
Micron Technology (MU) — Deep-Dive Report
MU-2026-09-12
Daily briefings
Daily Watchlist Briefing — 2026-09-12
2026-09-12
Journal
Research Journal 2026-09
2026-09