MU Is Trending on X. Here's Why the AI Memory Story Is Just Getting Started.

Record Q2, $33.5B Q3 guidance, HBM4 shipping to NVIDIA. Micron is the AI trade hiding in plain sight. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

April 7, 2026 MU Is the Most Trending Stock on X Right Now. Here Is the AI Memory Story Wall Street Keeps Missing. Micron Technology (MU) is the most-searched stock on financial sites today, and it is trending hard across X. The reason is not a rumor or a meme. Micron just posted the best quarter in company history, then guided Q3 to $33.5 billion in revenue, 81% gross margin, and $19.15 in diluted EPS. Every single one of those numbers came in above what analysts were expecting. The catalyst underneath this is HBM4. Micron just started volume shipments of a 36GB, 12-high high-bandwidth memory chip designed specifically for NVIDIA's next-generation GPU platform. Micron is one of only three companies in the world that makes this product. When NVIDIA builds its chip roadmap around your memory, that is a multi-year revenue lock, not a one-quarter win. The board also just approved a 30% dividend hike, payable April 15. Management teams don't do that when they are nervous. Read the full breakdown here. Sponsored REVEALED: Trump’s Gift to Patriots on America’s 250th Anniversary Just a few weeks before America’s 250th anniversary, President Trump is planning to use executive powers to make a critical move that could make 2026 the biggest wealth-building year of your life. Jim Rickards just released a new exposé with all the details. Click here to get the full story. › You are receiving this e-mail at reditudo@gmail.com, as part of your subscription to Money Morning. Manage Your Preferences by clicking here. No longer interested? Unsubscribe. © 2026 Money Morning. All Rights Reserved. Nothing in this email should be considered personalized financial advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized financial advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before our subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after on-line publication prior to following an initial recommendation. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of: Agora Media, 14 West Mt Vernon Place, Baltimore, MD 21201. Money Morning is a First Light Financial, LLC publication. To contact us call 866-616-2166 or visit us online. Website  |  Privacy Policy  |  Terms & Conditions