المنشور

#CostcoQ4EarningsWatch Two earnings reports, two very different economic signals 👀 Costco already showed Q4 sales up 11.3%. Now I'm watching margins, membership growth and renewals for clues on consumer strength. Then comes Micron, guiding for $50B revenue and ~86% gross margin. What caught my attention is the contrast: Costco tests the consumer, Micron tests AI demand. Together, they could tell us whether this market has one growth engine or two.