Storage stocks have risen so much, and now everyone's biggest concern is one question:

Can they keep rising?
Micron's earnings report last week gave a strong answer.
Q3 revenue was $41.46 billion, adjusted EPS was $25.11, and next quarter's revenue guidance is about $50 billion. Most importantly, the company's overall revenue grew 74% quarter-over-quarter.
Micron's next-generation HBM4 core revenue has already exceeded $1 billion in a single quarter, with production ramp-up speed doubling (100% growth). Currently, its HBM capacity is sold out instantly, with orders locked in until 2027.
At least based on this earnings report, AI's demand for storage hasn't stopped.
But the market has already rallied significantly. Going forward, we can't just look at Micron; we also need to see if SK Hynix can keep up next month.
If SK Hynix's orders, pricing, and gross margins remain strong, the AI storage theme still has room for imagination.
If it can't keep up, the short term could see a realization of good news.
This time, I did a round of $MU research in IUX24.
IUX24's market overview includes features like an economic calendar, stock screener, and market heatmap. I mainly use it to see whether capital is still clustering in semiconductors or starting to diverge.
Its AI sentiment analysis helps filter out market noise and check whether earnings positives are being recognized by market sentiment.
Meanwhile, the stock analysis page, besides normal data, also shows dark pools, real-time news, supply chains, and changes in holders.
What I find quite useful here is that MU's supply chain network shows the price movements of 137 companies, and the holder structure reveals changes in positions from institutions, insiders, and political figures.
Finally, I ask the built-in AI research assistant to analyze the reasonableness of MU's current stock price valuation and provide bullish and bearish market views.
- Bulls focus on Micron's leading position in HBM and the sustained order support from AI infrastructure, along with consumer electronics price increases, cash flow, and revenue growth, indicating there's still room for premium in the current cycle.
- Bears worry about the strong cyclical nature of the storage industry, where a boom period could lead to overcapacity expansion. Combined with the current stock price already above analyst price targets, once earnings growth slows, the high valuation could amplify volatility.
After reviewing this information in IUX24, my judgment on Micron has become clearer, and I will continue to hold and observe.
Compared to flipping through news and data everywhere, IUX24 is like an AI research signal center that brings together earnings, capital, sentiment, news, and positions in one place.
If you're interested, you can give it a try. Especially when the main theme has already run up and divergence starts increasing, using a tool to first clarify the information makes things much more comfortable.
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