Micron's CEO just dropped the most bullish forward guidance in the company's history and the earnings report is 8 tradin…

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-13

Micron's CEO issued the most bullish forward guidance in the company's history ahead of a Q2 FY2026 earnings report showing revenue of $23.86 billion — up 196% year-over-year — with a 75% non-GAAP gross margin.

Open original ↗

Appears in

SemiAnalysis: AI Silicon Shortage — HBM Bottleneck and N3 Wafer Dominance

Extraction

Topics: semiconductor-industrymemory-chipsai-hardwareearnings

Claims

Micron's CEO issued the most bullish forward guidance in the company's history.
Micron reported Q2 FY2026 revenue of $23.86 billion, a 196% increase year-over-year.
Micron's non-GAAP gross margin in Q2 FY2026 was 75%.
The full Q2 FY2026 earnings report was 8 trading days away at the time of posting.

Key quotes

Micron's CEO just dropped the most bullish forward guidance in the company's history and the earnings report is 8 trading days away. In Q2 FY2026, Micron reported revenue of $23.86 billion, up 196% year-over-year, with a non-GAAP gross margin of 75% and free cash [flow].