Group 1 - The core viewpoint of the articles emphasizes the anticipation surrounding Micron's upcoming earnings report and its potential to shed light on the demand for AI-related memory products, particularly in the context of recent concerns about an AI bubble [1][2] - The first observation point is Micron's role as a "bellwether" in the AI supply chain, where its shipment and order data can directly reflect the true demand for memory driven by AI computing [1] - The second focus is on the profitability structure influenced by High Bandwidth Memory (HBM), which is the highest-margin product line in the memory industry, and whether Micron can sustain overall gross margin growth through advanced HBM products [1] - The third point addresses the capacity crowding effect of HBM on the overall memory supply and demand, with concerns that resource allocation towards HBM may further compress the supply of traditional DRAM and NAND chips, impacting pricing trends [1] - The fourth observation highlights the shipment momentum of enterprise solid-state drives (eSSD), which are becoming a second growth engine for Micron as AI servers demand higher capacity and performance storage solutions [1] Group 2 - The final key point discusses Micron's outlook on future memory demand and pricing trends, particularly in light of recent market sentiment following Broadcom and Oracle's earnings calls, which did not fully restore market confidence [2] - There is a market expectation that if Micron can provide clear demand visibility through its earnings data and forward guidance, it could help uplift the AI sector and stabilize technology stocks in the short term [2]