"There's no denying" Micron (MU) earnings were "fantastic," says Logan Gilland, who believes the company's report demonstrates long-standing need for AI memory. However, any subtle demand decline is something he sees hitting the stock already "priced for perfection." Angelo Zino agrees that the earnings delivered a strong bull case, though the stock's lackluster reaction ties into doubts of demand sustainability. Gross margins being lighter also chipped into the guidance. That said, Angelo sets a $1,500 price target for Micron.