$Micron Technology(MU)$ Pulled in $13.8 billion in net income last quarter. That's real money and shows real demand for memory. And looking at the chart, it's pressing right up against the recent high with momentum building. Wall Street watches numbers like these closely.
$Micron Technology(MU)$ Still holding nearly 5,000 shares with an unrealized gain of almost 34%. My broker even sent a note about "portfolio diversity." Not doing anything. The fact that $Opendoor Technologies Inc(OPEN)$ has survived this brutal rate cycle means it's a coiled spring. Once the next rate cut narrative kicks in, this can easily move past $6.00. Not selling a single share.
$Micron Technology(MU)$ The broader market sold off, but Micron (MU) is rising. This looks like a sign of huge demand and a powerful rerating force in play, with analysts scrambling to increase their price targets. It's too cheap to ignore at 10x 2027 EPS, while Nasdaq-100 stocks are trading at 29x on average. The rerating force is real.
Multiple signals across the AI stack are pointing in the same direction, and they all converge on one constraint: memory. $Micron Technology(MU)$ CEO Sanjay Mehrotra has repeatedly highlighted the tight supply conditions in DRAM/HBM. $NVIDIA(NVDA)$ leadership has also emphasized memory bandwidth and supply limitations as a key bottleneck for AI scaling. Even broader ecosystem commentary, whether tied to the $SpaceX(SPCX)$ narrative or from independent market voices like JUST KAWS, echoes the same theme: memory is tight. Whether you view it as a structural shortage or a strong cyclical uptrend, the implication is the same - memory sits at the cente
$Micron Technology(MU)$ Doesn't seem to want to give up the $1,000 level. Strong trend on the 4-hour chart, and Deutsche Bank raised its price target for MU to $1,500.
The bullish case for the memory sector ($Micron Technology(MU)$ / $Roundhill Memory ETF(DRAM)$ ) continues to strengthen into the mid-decade cycle. Management commentary points to customers already locking in long-term supply agreements extending through 2029-2030, signaling this is no longer a short-cycle pricing story. If that holds, the setup becomes structural: the four major memory producers could potentially generate more free cash flow in 2026–2027 than the entire Mag 7 cohort combined. That’s a major capital rotation implication if pricing discipline persists. Stepping in on weakness here - accumulating the $Micron Technology(MU)$ /
$Micron Technology(MU)$ The bullish structure remains fully intact. Price might pull back to fill the gap toward $1011, but the overall trend stays bullish as long as it holds above $963. Keeping a close eye on the price action to see how the technical structure develops.
Do people realize how cheap memory stocks still look relative to the demand story? $Micron Technology(MU)$ Trading at a multiple that doesn't exactly reflect a multi-year AI memory cycle. Western Digital Still priced like the market expects normalization long before supply catches up. SK Hynix One of the biggest beneficiaries of HBM demand, yet valuation remains surprisingly restrained. Samsung Massive memory exposure with AI demand continuing to build underneath the surface. Then you have Jensen Huang openly saying memory constraints could last for years, not quarters. The market keeps obsessing over GPUs, but memory is becoming just as critical to the AI stack. If demand keeps outpacing supply, this group may still be one of the most overloo