Micron ($MU) just saved the whole world—MicroStrategy should be thanking Micron, or else it would’ve been game over! Seriously, I never expected this. Their management even revealed a bullish trend for robotics—robot memory demand is 10x that of smart autonomous vehicles! Profit margins are basically like Moutai’s. Truly the pride of America! Anyway, the logic is simple: this isn’t just a regular cycle; it’s an insanely bullish supercycle. I really admire the ability of U.S. publicly listed company executives to protect shareholders and market value. Then you look at China’s A-shares—major shareholders either sell off to improve their lifestyle or pledge shares to cash out. No comparison, no pain! Here’s the key data • Revenue: $41.5 billion vs. expected $36 billion • EPS: $25.11 vs. expected $20.39 • Net profit: $33.7 billion vs. expected $23.9 billion • Gross margin: 85% vs. expected 82% Q4 Guidance: • Revenue: $50 billion vs. expected $43 billion • EPS: $31.00 vs. expected $25.07 • Gross margin: 85% vs. expected 84%