Micron

Micron Technology, Inc. – Common

Q3 revenue $41.46 billion +345.8% Y/Y increase, which is simply ridiculous to think about! The margin story is also impressive as non-GAAP gross margin stood at 84.9%.

Segment-wise – Core data centre 7x to $11.5B, cloud memory hit $13.8B and even automotive and embedded more than quadrupled to $4.6B.

Cash generation has also been phenomenal as operating cash flow stood at $25.4B and adj. FCF at $18.3B

Avita Medical

Avita Medical is a commercial-stage regenerative medicine company focused on acute wound care and therapeutic skin restoration.

  • Market Capitalization: ~AUD $170.81M – $174.95M
  • Earnings Per Share (EPS): -AUD $0.452 (unprofitable)
  • Performance (2026 YTD): +3.33% (though down roughly 27% over the past 12 months as the company works to scale and reduce cash burn).

Revenue Growth: Q1 2026 revenue reached $19.3 million USD, a 4% year-over-year increase and a 10% sequential increase from Q4 2025, showing gradual recovery following reimbursement and distribution disruptions in late 2025.