MU news.

Since the market closed on Friday, a wallet has built a 94.7K CBRS ($17.4M) long position on Hyperliquid, pushing the price up nearly 11% at its peak over the weekend.

The wallet stopped adding to its Cerebras long 4 hours ago, after which CBRS immediately dropped 3% on Hyperliquid. During the same period, the wallet reduced its MU, INTC and DRAM longs by a combined dollar amount roughly matching the size of its new CBRS long. The wallet now holds almost $50M in longs across these four stocks on Hyperliquid, with the…

Micron: Expect memory & storage supply-demand conditions to be much tighter in fiscal 2027 & 2028 than in 2026 - prepared remarks $MU

*MICRON SEES 1Q ADJ GROSS MARGIN ABOUT 86.3%, EST. 86.7%

$MU

*MICRON SEES 1Q ADJ EPS $37.15 TO $39.15, EST. $36.02

$MU

*MICRON 4Q ADJ. REV. $54.23B, EST. $51.49B

*MICRON 4Q ADJ EPS $33.42, EST. $31.83 $MU

*MICRON 4Q AUTOMOTIVE AND EMBEDDED REV $6.82B, EST. $4.73B

*MICRON 4Q CLOUD MEMORY REV. $16.28B, EST. $15.14B *MICRON 4Q ADJ GROSS MARGIN 87%, EST. 86.2% *MICRON 4Q MOBILE AND CLIENT REV. $13.11B, EST. $12.95B $MU

MICRON TECHNOLOGY Q4 EARNINGS

EPS $32.87 Revenue $54.23B vs $51.07B Adj Gross Margin 87% vs 86.2% Net Income $37.7B $MU @apewirenews

The wallet holding the second largest NEAR and largest INJ long position on Hyperliquid just started closing both positions using multiple 6-hour TWAPs.

He is long 5.11M NEAR ($25.3M), with $15.4M in unrealized profit, and 1.48M INJ ($11.7M), with $3.3M in unrealized profit. He also holds over $30M in combined notional long exposure across INTC and MU, which he is keeping open for now. The wallet is up $19M over the past month alone. https://hypurrscan.io/address/0x30afce2f6842bf183c7e3fe7162e279ff0b6393e

Micron sees 512GB RDIMMs in volume production in 2H 2027.