#CostcoBeatsMicronNext

#CostcoBeatsMicronNext Costco’s results were stronger than I expected, especially with so many questions around US consumer spending 🛒 FY2026 Q4 revenue reached $95.7B, up 11.1% YoY, while net income rose 14.9%. Sales and profit both beat expectations, and high membership renewal rates suggest customers still see real value in the model. What caught my attention is that comparable sales continued growing without weakening profitability. That makes Costco’s performance feel less like a temporary spending spike and more like steady consumer resilience. Now the earnings spotlight moves to Micron. Its report will test a completely different source of demand: AI servers and the growing need for DRAM, NAND and HBM memory. Costco showed that household demand is holding up. Micron may reveal whether the AI infrastructure cycle is equally durable—or if expectations have moved faster than actual earnings growth 💾

#CostcoQ4EarningsWatch Two earnings reports, two very different health checks 👀 Costco already showed Q4 sales up 11.3%, so I'm watching membership renewals and margins for signs the consumer is still spending. Then comes Micron, guiding for ~$50B revenue and an eye-catching ~86% gross margin. What caught my attention is the contrast: Costco tests consumer resilience, while Micron tests whether AI memory demand can keep supporting exceptional pricing power.

#CostcoQ4EarningsWatch Costco is scheduled to release fiscal fourth-quarter results after the U.S. market close today. Analysts expect revenue near $94.9 billion and adjusted EPS around $6.53–$6.55. The market will focus on comparable sales, membership renewals, e-commerce growth and the impact of tariffs and operating costs. Costco’s membership model provides recurring revenue, but its valuation remains demanding. A small earnings beat may not be enough if management gives cautious guidance or margins weaken. My view is that the most important signals will be renewal rates and forward commentary. Investors want to know whether Costco can continue offering value to consumers while protecting profitability.

COST is back in focus. Q4 earnings are the key event to watch, with investors looking for clues from sales, margins, and the broader consumer picture. The interesting part will be the market reaction after the numbers drop — sometimes the headline result matters less than what the guidance says next. #CostcoQ4EarningsWatch

#CostcoQ4EarningsWatch Two earnings reports, two very different health checks 👀 Costco already posted Q4 sales of $93.9B, up 11.3%. Now I'm watching margins, membership and renewals to see how resilient consumers really are. Then Micron takes the spotlight with $50B revenue guidance and ~86% gross margin. One tests household spending. The other tests AI memory demand. Together, they could tell us whether both sides of the economy are still spending, just for very different reasons.

Costco is about to release its earnings report, so why is the crypto community so focused on how many rotisserie chickens it sold? First, it doesn't stockpile Bitcoin, and second, it doesn't accept Bitcoin payments. But it knows whether Americans' wallets are still full. Good earnings → Americans are still buying lots of toilet paper and rotisserie chickens → strong consumption → inflation remains high →#BTC87KCryptoCap3T #CryptoTreasuriesBuy #CostcoQ4EarningsWatch

$SNDK is up 5.2% today while $MU is up 2.9%. Why? The catalyst was company-specific. Rosenblatt initiated Sandisk at Buy with a $2,400 target, arguing AI compute is making NAND more critical to the system. But the bid spread beyond Sandisk, so I think the market is starting to treat this as a broader memory trade as well. The spillover makes today’s move look bigger than one analyst-note pop. Sandisk’s fundamentals make that read plausible. Fiscal Q4 revenue rose 51% sequentially to $8.97 billion, and roughly two-thirds of the increase came from pricing. The company is also working with SK hynix on High Bandwidth Flash for AI inference. Alva’s anomaly data caught the difference. $SNDK’s 5% move crossed its anomaly threshold; $MU’s gain did not. Rosenblatt’s note changes expectations. Earnings stay the same today, and this memory bid still has to survive Micron’s next report and any supply response.

Costco earnings are coming, and I’m watching the customer more than the headline numbers. Costco has always impressed me with how simple its model looks from the outside: keep prices competitive, sell in huge volumes, and give members enough value that they keep renewing. Personally, the numbers I’m most curious about are membership renewals, store traffic, margins and online sales. If consumers are still spending consistently at Costco even while being more careful with their budgets, that tells us something about both the strength of the brand and the health of the consumer. I’m also interested in whether Costco can keep growing without sacrificing the value proposition that made people loyal in the first place. For me, Costco earnings aren't just a retail story. They’re also a pretty useful check on how the everyday consumer is actually feeling. 👀 Are shoppers still spending comfortably, or becoming more selective? #CostcoQ4EarningsWatch $BTC

BREAKING: Michael Burry warns Big Tech's AI filings are hiding major risks. Oracle disclosed $288 billion in leases it hasn't even started paying for yet. Burry says Big Tech also doesn't disclose how much "AI demand" is just companies paying each other to buy their own products.#CryptoRecoveryBroadens #FedOctHikeOddsHit55% #UNI21%RallyOnSECRule

#OracleAdobeToday AI demand is no longer the question. The bill is 👀 Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins? What caught my attention is the shift. From Oracle's cloud to Adobe's software and Apple's AI hardware, the race is moving from building AI to proving it actually pays