$Micron Technology(MU)$ contin

$Micron Technology(MU)$ continues to rally despite surpassing its all-time-high multiple times.

Fueled by multiple factors, strong demand from AI MNCs (contributed by record high AI CAPEX), furthermore there's a significant shortage of supply of memory (HBM) chips. Even retail consumers are feeling the pinch, buying a laptop 2 years ago is much cheaper than what it costs today, a RAM stick has almost tripled in price over the past year.

On 16th Jan 2026, one of the board members of Micron reported a $8m purchase in the company despite prices already hovering close to its all time high, this fuels investor confidence and could be a sign that there's still a runway ahead.

After investing in the company for 4 months (through stock & options), I still foresee a runway for the next 2 quarters of earnings (of which both likely will post record earnings), whatever comes after remains unknown as there are many consumer & geopolitical factors at play.

Modified in.01-24

Micron, SNDK +10%! Morgan Stanley $450 Target Easy to Hit?

Micron (MU) and SNDK both surged over 10%, defying broader market volatility as capital rotated back into the AI infrastructure trade. Morgan Stanley lifted Micron’s price target from $350 to $450, reiterating an Overweight rating, citing accelerating HBM4 capacity ramp as a key catalyst. SNDK’s rally reflects sustained momentum in storage and data demand, reinforcing the AI data center buildout narrative.

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Morgan Stanley $450 Target Easy to Hit?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20354c1a80c442aaa81df59e8ec3408e}&rnconfig={\"headerBarHidden\": true}","description":"Micron (MU) and SNDK both surged over 10%, defying broader market volatility as capital rotated back into the AI infrastructure trade. 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