$Micron Technology(MU)$ Melius Research analyst Ben Reitzes raised his price target on Micron to a Street-high $1,100 from $700, while keeping a Buy rating. He remains positive on memory and AI chip companies, as strong AI demand continues to tighten supply across the sector. He noted that Wall Street may still view memory companies as highly cyclical chip stocks, even though AI demand is making the business more stable over time. He also pointed out that major cloud companies are signing long-term supply deals and paying upfront to secure memory, which improves revenue visibility. A key reason for his bullish view is Micron's HBM business. The report says HBM supply is already sold out through calendar 2027, giving MU strong pricing power and
$Micron Technology(MU)$ This is probably the easiest stock to hold. Honestly, how many people actually understand the manufacturing process behind HBM? Everyone keeps focusing on GPUs, but HBM is becoming the real bottleneck. The manufacturing process alone is incredibly difficult. You're stacking DRAM vertically with through-silicon vias, advanced packaging, thermal constraints, yield issues, and extremely tight validation requirements from companies like NVIDIA. One defect can ruin an entire stack. And HBM isn't an option anymore; it's a necessity. It's been the easiest stock I've held in a while, similar to how I felt about Apple years back. So straightforward. The bubble will burst eventually, but not anytime
$Micron Technology(MU)$ Just thinking out loud here — if Micron is moving this much because NVIDIA reported good numbers, imagine what could happen next month if Micron absolutely crushes its own earnings.
$Micron Technology(MU)$ Attention bulls: this just in – MU CEO announced at the JOM Conference that the financial outlook has strengthened since the last earnings call. And MU is on track for record free cash flow in Q3.
$Micron Technology(MU)$ Every time Micron's stock hits a new high, there's always an attempt to drive the price down by leaking questionable news or stories, and they always end up being wrong.
$Micron Technology(MU)$ Investing in Micron means understanding the risks involved. With a beta close to 2, it's a volatile stock. We're seeing the downside of that volatility right now. The reality is, it's down around 15% from its all-time high. After the March earnings, it dropped 32%. If you can't handle that, you probably shouldn't be in this stock. The other side of the reality is that the company is set to report $33 billion in revenue with at least $19 per share in earnings for Q3. The forward guidance for year-end and 2027 looks phenomenal, likely pointing towards $90-100 per share in earnings. The actual company performance continues to be outstanding. Exit if you must, but I'm staying on for the ride,
$Micron Technology(MU)$ PEG ratio 0.26, forward PE 7 — these are extraordinary numbers. Right now, the selling seems to be completely overlooking the fundamentals and is more like emotional dumping, which is a pretty big mistake. And a lot of the selling might just be algos.
$Micron Technology(MU)$ I don't think an overbought RSI is necessarily a bad thing. It actually signals a very bullish sentiment, and this condition can last for months. All the recent correction seems tied to the geopolitical situation. If we get some positive news on that front, the market could go straight up.
I've been thinking: what legitimate current events keep causing $Micron Technology(MU)$ to experience these wild periodic crashes? Things like Deep Seek, the DotCom bubble, commodities, China restrictions, and more—all have been addressed and turned out to be non-events. No manufacturing company should post numbers for revenue, EPS, and consecutive upward guidance across four quarters with percentages like these. Based on what I've seen, nothing makes me want to exit.
$Micron Technology(MU)$ AI Agent marks the first time the financial industry has entered the realm of “autonomy,” which is essentially “AI decision-making coupled with system execution.” AI is no longer just a tool; it’s becoming a new species, starting to act as a “digital colleague that can work.” What’s even more significant is that they can work together. One agent monitors market sentiment, another analyzes client asset allocation, one handles compliance checks, and another generates investment proposals. Anthropic’s ten agents aren’t about creating an omnipotent one, but about division of labor and collaboration—forming a composable fleet of AI agents. Many people think AI is just a technological revolution