daz999999999
08-03
$Micron Technology(MU)$  


Micron Technology recently joined the elite club of trillion-dollar companies after its stock skyrocketed more than 900% in one year. 

The company is benefiting from a tremendous memory pricing cycle, thanks to demand for artificial intelligence infrastructure. 


Tight memory supply is driving ridiculous pricing growth, boosting revenue and profitability, and we expect supply constraints to keep prices rising into 2027. But the key question is how long this cycle lasts and how high it goes. 

We expect a peak between 2027 and 2028 and a precipitous downcycle thereafter, in 2029.


Micron Gives Back 5.9% — Was the Memory Rally Just Two Days?
Memory pulled back Friday: Micron −5.90%, SK Hynix −3.54%; SOXL closed flat, then +4.42% after hours. Read it as digestion of Thursday's spike — the session KOSPI ran up 18%. Micron is still ~39% off its highs, and the sell side splits between "high-risk, high-reward" accumulation and refusing the dip outright. SanDisk and Western Digital report Wednesday. Customers confirm the shortage, but the tape just gave back gains — bounce or trend?
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