Did the revenue of Micron for the quarter ended December 3, 2026 grow at or above 350.0% from the quarter ended November 27, 2025?
Compare the revenue that Micron reports for the quarter ended December 3, 2026 with the quarter ended November 27, 2025, in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if growth is at or above 350.0%; no if it is below 350.0%.
If the source is late or silent: If Micron has not filed by January 19, 2027, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
Supply catches up
Expects new supply and price competition to catch up, cooling Micron's year-over-year growth well below this pace.
If yes
Scarcity holds through 2027
Expects memory scarcity to hold, with sold-out HBM capacity letting Micron keep charging premium prices through 2027.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
— You
— CallOct 22
— Machines3 models
— Readersshows from 5
The trail · since Oct 22
the Call 34, recorded Oct 22machines 3 runsreaders show from 5
The case · 8 people · 2 minutes
Supply catches up2 people argue noScarcity holds through 20276 people argue yes
When memory and semiconductor prices rise significantly above cost due to supply constraints, economic incentives drive multiple paths to increased supply, eventually breaking the cycle and reducing margins.
The demand-supply imbalance in HBM memory creates a classical Economics 101 scenario where constrained supply meets accelerating demand. Customers requesting 5x–6x more capacity than current expansion plans can supply creates a pricing lever that…
What would change the Call
A sudden drop in hyperscaler orders or falling memory contract prices would pull growth below this mark.
3 models ran this one. Their numbers and reasons appear after you lock yours.
The thesis
Will memory makers keep earning scarcity profits from AI demand through 2027?
Micron's revenue for the quarter ended September 3, 2026 was $54.2 billion, against $11.3 billion a year earlier. The tests read Micron's next quarter and Korea's chip exports, most of which are memory.