To The Moon

$Micron Technology(MU)$ MU to continue its current pace through 2027 - the early bird gets the worm.

$Micron Technology(MU)$  If it's true that Nvidia wants every GPU to have 2TB of memory by 2029, I think Micron could gain another 1000% by then.

$Micron Technology(MU)$ A Micron board member, who previously bought about $7.8M worth of shares in the open market at around $335, hasn't sold a single share since. That suggests he remains bullish on Micron's AI future.

$Micron Technology(MU)$ MU is absolutely not a bubble; it's still very cheap, and earnings support the stock.

$Micron Technology(MU)$  It's up almost 10% on a day when the NASDAQ was flat and the DJIA was down. Big news is on the horizon, starting with AMD's upcoming release, followed by Nvidia's on the 20th, and then into MU's in June. The path ahead looks clear.

$Micron Technology(MU)$ This stock still has a lot left in the tank. Even after the rise over the last six months, worldwide demand is just getting started, and companies with superior supply capacity and high-end technology will win out. It will be interesting to see the short-term stock price reaction after Tuesday's close when AMD reports record results and significantly improved guidance. Another trigger will be Nvidia's earnings and guidance on the 20th. Both should deliver nice pops, which will be a preview of many more to come for quite a few years. The change the world is going through isn't a 3-5 year thing; it's generational and will change how the world functions forever. Returns for companies involved in the AI revolution will excee

$Micron Technology(MU)$ The math is somewhat fuzzy, but based on a conservative 30% increase in DRAM prices for calendar Q2, it would put MU's revenue at approximately 43B for their Q3 ending around May 26. Even better, all the additional revenue comes with very little extra cost. My guesstimate for Q3 EPS is $26-28. The highest estimates I've seen are for 50-60% price increases in calendar Q2. Just to be clear, these guesstimates are not professional advice!

$Micron Technology(MU)$ All the tech companies that have reported earnings so far—INTC, AMD, TSMC, QCOM, WDC, STX, GOOG, META, MSFT, you name it—have shown that AI development is speeding up. Giants like META and GOOG are all planning huge investments in AI. So as one of the few suppliers of key AI hardware, MU's share price has increased by almost sixfold in one year, but the current price of $500 still looks like a stealth.

$Micron Technology(MU)$ The noise around OpenAI's revenue miss is short-term and a bit harsh. MU is set to perform strongly soon. Hitting 600 into earnings looks manageable.

$Micron Technology(MU)$ MU's PE is only 24 for a hypergrowth tech; it should be worth at least $850.