To The Moon

$Micron Technology(MU)$  This stock is insanely undervalued. MU's earnings are more than the combined revenues of AMD and MRVL.

$Micron Technology(MU)$  GuruFocus today reports that Wall Street now expects Micron's earnings per share to grow 605% in 2026.

$Micron Technology(MU)$ Intel, Micron, and Nvidia are standing out right now, but according to KeyBanc, the bigger story might be that the semiconductor cycle itself is still in its early innings. The way they see it, this cycle isn't close to peaking. Historically, once shipments move above trend, the upcycle tends to run for more than 2 years, or about 8.5 quarters. Right now, we're only just starting to see that shift, which suggests the broader recovery, especially outside of AI, hasn't fully played out yet. Add in the steady buildout in AI infrastructure, and the cycle could stretch through at least 2027.

$Micron Technology(MU)$ Consolidating around $450, with the next leg up to $500!

$Micron Technology(MU)$ This should already be at 600. The numbers are incredible. Even at year-end profits, a 10x P/E gets you near one thousand.

$Micron Technology(MU)$ The MU valuation paradox: why a 30x P/E is inevitable. Analysts seem stuck in the old “commodity cycle” mindset. By 2026, Micron (MU) has officially become the strategic fuel for the AI era. 1. Infrastructure, Not Commodity: Exiting the consumer market (Crucial) and achieving 80%+ margins on HBM4 makes MU a high-tech utility. Its 2026/2027 production is already sold out. 2. The 10-Year Moat: Long-term infrastructure deals with Nvidia and the Terafab alliance (Intel/Tesla/SpaceX) shift MU from “spot pricing” to guaranteed, “SaaS-like” revenue. 3. The Intel “Win-Win”: Utilizing Intel’s 18A fabs for HBM logic layers stabilizes supply and removes capital risk. The bottom line: the market rewards assemblers (JBL/CLS) with hig

$Micron Technology(MU)$  SNDK and WDC are green, MU is red because MU is a highly rated chip stock; someone wants more of our shares. It will eventually move towards $500 and catch up to SNDK.

$Micron Technology(MU)$ A microchip contains 30 to 40 billion transistors. Laser photolithography minimizes the size to 5x5mm, with the top modern process taking 3 to 6 months per production cycle. So, MU is a great chip maker company, and technology is probably surging, with demand for key elements hitting... within half a year soon.

$Micron Technology(MU)$  I'm seeing projections that Micron (MU) is on track to generate $133B in operating income for fiscal 2027, which would put it ahead of Amazon at $121.9B and Meta at $102.6B. The driver is AI-powered data center demand, with a compound annual growth rate of 312% from 2024 to 2027.

$Micron Technology(MU)$ I'm grateful to live in the US and have the chance to sit in my chair and invest in some of the best, smartest, most professional, well-run, leading-edge companies in the world.