Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

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Alex Sirois

Fri, June 12, 2026 astatine 12:06 PM CDT 4 min read

Quick Read

Oracle dropped 22.1% aft a grounds Q4 portion FY27 guidance roseate to $90 billion, creating a classical contrarian introduction arsenic guardant estimates moved higher.
ORCL's $638 cardinal contracted backlog and 93% unreality gross maturation opposition sharply with MU's historically unsustainable 74.4% margins and quarterly spot-pricing risk.
Oracle declared a $0.50 quarterly dividend portion Clay Magouyrk confirmed 211 unreality regions are already contracted astatine profitable rates, combining income with a re-rating opportunity.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Oracle didn't marque the cut. Grab the names FREE today.

Micron Technology (NASDAQ:MU) is the spot banal dominating each provender aft its representation concern rode the AI rhythm to a $1.12 trillion marketplace headdress and a 760.37% one-year run.

A long, symmetrical hallway successful a modern information halfway is lined with galore gangly server racks. The racks are disposable done acheronian solid doors and glow brightly with intricate, aureate circuit-like patterns, creating a consciousness of integer enactment and energy. The ceiling features parallel rows of agleam achromatic rectangular lights against a dark, perforated sheet ceiling. The level is composed of large, acheronian grey tiles that bespeak the aureate airy from the servers, starring to a vanishing constituent successful the distance.

But here's what you should really beryllium watching.

The Crowded Trade astatine the Top of the Cycle

Memory margins bash not enactment astatine 74% forever. Micron conscionable reported fiscal Q2 2026 gross of $23.86 billion, up 196.3% YoY, with GAAP gross borderline of 74.4% against a multi-year basal wherever representation margins regularly compress beneath 30% successful downcycles. Capex deed $15.86 cardinal successful fiscal 2025 and is inactive climbing. CEO Sanjay Mehrotra himself flagged "dependence connected sustained AI request trajectory" arsenic a cardinal risk.

That is simply a textbook peak-cycle setup wearing AI clothes. The banal is up 249.09% twelvemonth to date. Reddit's wallstreetbets has been flooded with posts similar "+6,476.76% summation connected MU LEAPS, should I sell?" When LEAPS screenshots predominate the feed, the assemblage has already arrived. You are the exit liquidity. Prediction markets corroborate the fatigue: traders terms lone a 43% probability of MU closing June supra $1,000.

The Redirect: A Record-Breaking Cloud Powerhouse connected Sale

Oracle (NYSE:ORCL) conscionable delivered a grounds fiscal Q4 connected June 10, 2026, past sold disconnected 22.1% successful a week to $184.10. That is the contrarian's window.

Three reasons retirement-focused investors should wage attraction portion the herd is distracted:

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Oracle didn't marque the cut. Grab the names FREE today.

1. Backlog visibility representation volition ne'er match. Oracle's Remaining Performance Obligations deed $638 cardinal successful Q4, up 363% YoY, with $75 cardinal tied to prepaid oregon customer-supplied GPU arrangements. Memory ships and reprices quarterly. Oracle has years of gross already nether contract. Safra Catz called the trajectory "an astonishing quarter" backmost successful September, erstwhile RPO was a specified $455 billion.

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