Major Breakout Toward 400–450 During this Next Cycle 📈

Merry Chrismas! Today i want to share some trading strategies with you!

We saw Micron break out of a multi year base back in September and has been moving higher non stop. Currently near the 300B market cap level and looks like the 500B market cap level is possible. If we can break above 300 we can see a move to 445 by the end of 2026.

Future Growth Opportunities

AI Memory Demand: Explosive growth in AI data centers is driving structurally higher demand for DRAM and HBM, increasing memory content per server and tightening supply.

HBM Leadership: Micron is ramping high-bandwidth memory for AI accelerators, positioning itself as a key supplier into next-generation compute infrastructure.

Pricing Cycle Turn: After years of oversupply and margin compression, memory pricing is turning higher as supply discipline meets accelerating demand.

U.S. Semiconductor Reshoring : Government incentives and domestic manufacturing expansion strengthen Micron’s long-term competitive position and margin durability.

My Price Target for $Micron Technology(MU)$

$400–450 by the end of 2026

Trade Idea

MU 1/16 300C above 281

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now

Find out more here.

Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.
Click to access the activity

Other helpful links:

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Major Breakout Toward 400–450 During this Next Cycle 📈

Comments