fizzzi
fizzzi
Sets aside monthly savings specifically for US stock investments.
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avatarfizzzi
09-25 01:01
$Micron Technology(MU)$  Some days it's better to step outside, enjoy the sunshine, mow the lawn, and leave the market noise to others. $Bloom Energy Corp(BE)$  is in good shape.
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09-24 09:55
$Micron Technology(MU)$ Safety is bullish for compute infrastructure.
avatarfizzzi
09-22
$Micron Technology(MU)$ 32GB RDIMM pricing from Dramexchange: 1,600 on 8/24, 2,050 on 9/14. That's a 28.12% move in 3 weeks. Memory is going to get expensive. A lot of people still don't understand what's coming. Memory prices have roughly 10x'd in a year, and they're still below fair value considering how hard it is to manufacture and the capex required for equipment.
avatarfizzzi
09-22
$Micron Technology(MU)$  Can we get back on track here for a $1070 close
avatarfizzzi
09-22
$Micron Technology(MU)$  Price reaction over the past four quarterly earnings, comparing the close on release day to the close the next day: 1. June 24, 2026: +15.7% 2. March 18, 2026: -4.0% 3. December 17, 2025: +10.1% 4. September 23, 2025: +3.8% The company has beaten estimates for 7 consecutive quarters. Wall Street consensus is "Strong Buy," with 49 analysts recommending buying and 0 recommending selling. The average 12-month price target is $1,513, which implies roughly 45% upside from current levels.
avatarfizzzi
09-17
$Micron Technology(MU)$ Still sailing through key levels. Held 905, broke 930. Next one to watch is the big level at 1000.
avatarfizzzi
09-17
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09-17
$Micron Technology(MU)$  I think Micron will eventually cross $2k, but $1,600 seems like a reasonable target by March 2027.
avatarfizzzi
09-11
$Micron Technology(MU)$ I have been a MU holder and a safe-bond investor. Between the two, I would pick MU every single time.
avatarfizzzi
09-11
$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Oracle(ORCL)$  really needs to crush this earnings report.
avatarfizzzi
09-10
Micron ($Micron Technology(MU)$ ) is holding strong support above $1,000, which looks like the setup for a quick move toward $1,100 by Friday. The bullish momentum here is backed by analysts pointing to the cyclical memory downturn having bottomed, driven by massive AI-related demand. Short-term dips back to the $1,000 level still look like high-conviction buying opportunities, as long as you account for $Micron Technology(MU)$ 's typical high-beta volatility.
avatarfizzzi
09-10
$SPDR S&P 500 ETF Trust(SPY)$ AI gaming looks like it could be really something, but the hardware side of it won't come cheap. $Micron Technology(MU)$  and $NVIDIA(NVDA)$  seem positioned right around where that trend is heading.
avatarfizzzi
09-09
$Micron Technology(MU)$ I went through all the major earnings from this quarter and put together a cheatsheet. The common thread across management commentary is pretty clear. The focus is shifting fast from who had the best AI exposure during 2024-2026 to who has the best memory exposure for 2026-2028. The market is likely going to have to re-rate memory, compute, and connectivity higher, because the memory shortage keeps getting worse. Some of the biggest names positioned around the memory shortage are Micron, Nvidia, Astera Labs, Credo, Marvell, Sandisk, Western Digital, and Broadcom.
avatarfizzzi
09-09
$Micron Technology(MU)$ Took a $64k loss on MU calls. Still at $1.24M realized for the year though, so I'll take it on the chin. All-time high by earnings.
avatarfizzzi
09-09
$Micron Technology(MU)$ Not a bad day so far, considering it has barely moved.
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09-08
$Micron Technology(MU)$ The run into earnings has started, with 1,350+ possible before the report in three and a half weeks, at just 10% higher. That works out to around 100 per week.
avatarfizzzi
09-07
$Micron Technology(MU)$ The latest news mentions a Motley Fool prediction that Micron stock will skyrocket after Sept. 30. I'm accumulating more MU for the long term, expecting significant rewards in the near future.
avatarfizzzi
09-07
$Micron Technology(MU)$ I posted many times over the last 1.5 years that simply riding earnings growth would make really good money. Those posts started when the company earned 8.29 per share in fy 25. We're now looking at 155 to 200 this fy, but let's just use the 155. The peak PE I saw was in June 26. That was about 17. 155 per share at 17 puts the share price around 2,635. A 25 or 30 PE would be great, but I'm completely satisfied with the 17 and the 2,635 price. Possibly higher as the 155 is likely low. I'm not predicting anything. Just using earnings estimates and prior real PEs to assess what's possible.
avatarfizzzi
09-04
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09-04
$Micron Technology(MU)$ The longer the base, the higher in space. Mark it!

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