المنشور

#CostcoQ4EarningsWatch Two earnings reports, two very different economic signals 👀 Costco already posted $93.9B in Q4 sales, up 11.3%. Now I'm watching margins, memberships and renewals for signs of consumer strength. Then comes Micron, guiding for $50B revenue and ~86% gross margin. What stands out is the contrast: Costco tests the consumer, Micron tests AI demand. Together, they could tell us whether growth is broadening beyond the AI boom.