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#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.
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