Micron Technology (NASDAQ:MU) reported fourth-quarter financial results Wednesday that beat analyst estimates. The company highlighted strong growth and future results, which could be a victory for investor Ross Gerber.
美光科技（納斯達克股票代碼：MU）周三公佈了第四季度業績，業績超出分析師預期。該公司強調了強勁的增長勢頭及未來的良好前景，這或許將成為投資者羅斯·格伯的一次勝利。
Ross Gerber's Micron Prediction
羅斯·格伯的微米預測
Back in April, Gerber Kawasaki CEO Ross Gerber predicted to Benzinga that Micron would soon hit a $1 trillion market capitalization. Around a month later, that prediction came true.
早在四月份，嘉伯川崎公司的首席執行長羅斯·嘉伯就曾向Benzinga預測，美光科技的市值將很快突破1兆美元。大約一個月後，這一預言便成真了。
"Micron to me will be a trillion-dollar company in a matter of a year or two," Gerber told Benzinga at the time.
「在我看來，美光將在一兩年內成為一家市值達兆美元的公司，」當時格伯對Benzinga表示。
At the time of Gerber's prediction, Micron had a market capitalization of $584 billion, suggesting upside of around 71%.
在格柏作出這一預測時，美光的市值爲5840億美元，這意味着其股價仍有約71%的上漲空間。
"I'm heavily invested in Micron. If you look at the valuation to growth rate, it's just like crazy. It's a crazy thing."
「我重倉持有美光。如果看估值與增速的比值，簡直離譜，太瘋狂了。」
Micron surged into the trillion-dollar market capitalization club in May and hasn't looked back. The company, at a market capitalization of $1.18 trillion, is now worth more than the likes of Berkshire Hathaway, Eli Lilly, Advanced Micro Devices, JPMorgan & Chase and Walmart.
美光公司於5月一舉躋身兆美元市值俱樂部，此後一路高歌猛進。目前，該公司市值已達1.18兆美元，其價值已超過波克夏、禮來、美國超微公司、摩根大通以及沃爾瑪等企業。
In April, Micron was the sixth-largest holding in the AdvisorShares Gerber Kawasaki ETF (NYSE:GK) at 6.09% of assets. Today, Micron is the largest holding, at 10.27% of the ETF's assets.
4月份，美光科技在AdvisorShares Gerber Kawasaki ETF（紐約證券交易所代碼：GK）中的持倉規模位居第六，佔基金資產的6.09%。如今，美光科技已成爲該ETF的第一大重倉股，持倉佔比升至10.27%。
Following Micron's fourth-quarter financial results, Gerber took to social media to share his take.
在美光公佈第四季度業績後，格柏通過社交媒體發表了他的看法。
"Micron is a beast. Amazing numbers and only getting better... this is not a cyclical business anymore. I don't think I've ever seen anything like this. Amazing." Gerber tweeted.
「美光簡直太強了。業績數據驚人，而且還在持續向好……這已經不再是周期性業務了。我真沒見過這樣的情況，太厲害了。」格伯在推特上寫道。
The investor also highlighted Micron's revenue and operating income by segment in another tweet and said, "Just wow! A green AI monster."
這位投資者還在另一條推文中重點介紹了美光按業務類股劃分的營收與營業利潤，並表示：「真是令人驚歎！一個綠色的人工智能巨頭。」
Micron's Earnings and Future
美光的業績與未來
Gerber correctly predicted Micron's trillion-dollar market capitalization and that shares were undervalued.
格柏準確預測了美光科技的市值將突破兆美元，且其股價被低估。
Based on Q4 results and guidance, Micron may have more upside.
根據第四季度的業績與指引，美光仍有進一步上行空間。
Micron's quarterly revenue was $54.23 billion, up 379% year over year, setting new company records.
美光公司季度營收爲542.3億美元，同比增長379%，創下公司歷史新高。
"Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027," Micron CEO Sanjay Mehrotra said.
「美光交出了創紀錄的2026財年業績，我們預計2027財年將更加強勁，」美光首席執行長Sanjay Mehrotra表示。
The company's guidance calls for first-quarter revenue of $60 billion to $63 billion. This represents year-over-year growth of 339.9% to 361.9% from last year's $13.64 billion first-quarter total.
該公司預計第一季度營收將在600億至630億美元之間。這一水平較去年同期的136.4億美元同比增長339.9%至361.9%。
The guidance shows that 300%+ growth may not be over anytime soon and Gerber's prediction of a $1 trillion market capitalization could be just the beginning.
該指引顯示，300%以上的增長勢頭短期內可能仍將持續，而嘉寶公司預測的1兆美元市值或許只是開端。 (Benzinga)