$MU has been seeing some big flow lately.-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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$MU has been seeing some big flow lately.

$Alphabet(GOOGL)$ TPUs adding to $NVIDIA(NVDA)$ GPU demand. New TPU generation leans hard on HBM & $Micron Technology(MU)$ is one of the only suppliers with real capacity.

As GOOGL scales TPU clusters, $Micron Technology(MU)$ becomes the go-to source for the extra memory the industry suddenly needs.

$Micron Technology(MU)$ closing +2.98% | Volume 36.7M (≈ 1× avg)

Range 9.64% | RSI(14) ≈ 58 (neutral zone)

Intraday flow +$0.96B (3rd straight day of net inflow)

Large lots modest net-out → small/mid lots catch, chips not loosened

Technical Levels (1-3 day view)

Support 202-205 ← multiple retest confirmed
Pivot 207 ← current center, lose → weaken
Resistance 212-215 ← break opens 230-240

Catalyst Calendar (next 1 week)

11/27 $Micron Technology(MU)$ at Raymond James conf. → watch HBM3E ship guide & 2025 CapEx slope
11/28 Thanksgiving holiday, thin liquidity → beware false breakout
12/5 $Taiwan Semiconductor Manufacturing(TSM)$ supply-chain forum, if CoWoS capacity raised = indirect MU memory "add-order".

Valuation & Sentiment

Trailing P/E 27.3× (vs. SPX 23×)
Forward P/E 12.2×, near the low end of historical cycles (above 15× is considered “expensive”)
Median Street target $214–$325; 38 analysts, 68% Buy/Strong Buy

# Challenge NVIDIA: Buy Dip of NVDA or AMZN?

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twinkle5
·11-24
MU's momentum is solid, HBM demand surge keeps it hot! [龇牙]
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Valerie Archibald
·11-25
Mu has huge room to run! $338 by Morgan Stanley
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Merle Ted
·11-25
MStanley new target 338 next year...EPS blowouts for next several quarters based on demand...looking good longs!

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Marvell has acquired Celestial AI, betting on “next-generation optical interconnect technology.” \nCombined with previous developments such as Google’s TPU and Broadcom’s ASIC, multiple companies are now competing to challenge Nvidia’s chip supremacy. \nHow do you view the growing competition against Nvidia? \nAre you optimistic about Amazon’s AI chip? \nWould you chase high of Google?\nOr buy the dip of Nvidia or Amazon? Amazon still lags behind among Mag 7.","image":"https://community-static.tradeup.com/news/8bc4b1ed3d0eda83e5cb50521786bdc2"}],"images":[{"img":"https://community-static.tradeup.com/news/0be45cb4acb48114f6fc7ae08c06ea7a","width":"1631","height":"1442"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/0be45cb4acb48114f6fc7ae08c06ea7a"}],"title":"$MU has been seeing some big flow lately.","html":"<html><head></head><body><p> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> TPUs adding to <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> GPU demand. New TPU generation leans hard on HBM &amp;  <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>  is one of the only suppliers with real capacity. </p><p>As GOOGL scales TPU clusters,  <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>  becomes the go-to source for the extra memory the industry suddenly needs.</p><p></p><p> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> closing +2.98% | Volume 36.7M (≈ 1× avg)</p><p>Range 9.64% | RSI(14) ≈ 58 (neutral zone)</p><p>Intraday flow +$0.96B (3rd straight day of net inflow)</p><p>Large lots modest net-out → small/mid lots catch, chips not loosened</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0be45cb4acb48114f6fc7ae08c06ea7a\" tg-width=\"1631\" tg-height=\"1442\"></p><p></p><p> <strong>Technical Levels (1-3 day view)</strong></p><ul style=\"\"><li><p>Support 202-205 ← multiple retest confirmed</p></li><li><p>Pivot 207 ← current center, lose → weaken</p></li><li><p>Resistance 212-215 ← break opens 230-240</p></li></ul><p><strong>Catalyst Calendar (next 1 week)</strong></p><ul style=\"\"><li><p>11/27  <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> at Raymond James conf. → watch HBM3E ship guide &amp; 2025 CapEx slope</p></li><li><p>11/28 Thanksgiving holiday, thin liquidity → beware false breakout</p></li><li><p>12/5  <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>  supply-chain forum, if CoWoS capacity raised = indirect MU memory \"add-order\".</p></li></ul><p><strong>Valuation &amp; Sentiment</strong></p><ul style=\"list-style-type: disc;\"><li><p>Trailing P/E 27.3× (vs. SPX 23×)</p></li><li><p>Forward P/E 12.2×, near the low end of historical cycles (above 15× is considered “expensive”)</p></li><li><p>Median Street target $214–$325; 38 analysts, 68% Buy/Strong Buy</p></li></ul><p></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> TPUs adding to <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> GPU demand. New TPU generation leans hard on HBM &amp;  <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>  is one of the only suppliers with real capacity. </p><p>As GOOGL scales TPU clusters,  <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>  becomes the go-to source for the extra memory the industry suddenly needs.</p><p></p><p> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> closing +2.98% | Volume 36.7M (≈ 1× avg)</p><p>Range 9.64% | RSI(14) ≈ 58 (neutral zone)</p><p>Intraday flow +$0.96B (3rd straight day of net inflow)</p><p>Large lots modest net-out → small/mid lots catch, chips not loosened</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0be45cb4acb48114f6fc7ae08c06ea7a\" tg-width=\"1631\" tg-height=\"1442\"></p><p></p><p> <strong>Technical Levels (1-3 day view)</strong></p><ul style=\"\"><li><p>Support 202-205 ← multiple retest confirmed</p></li><li><p>Pivot 207 ← current center, lose → weaken</p></li><li><p>Resistance 212-215 ← break opens 230-240</p></li></ul><p><strong>Catalyst Calendar (next 1 week)</strong></p><ul style=\"\"><li><p>11/27  <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> at Raymond James conf. → watch HBM3E ship guide &amp; 2025 CapEx slope</p></li><li><p>11/28 Thanksgiving holiday, thin liquidity → beware false breakout</p></li><li><p>12/5  <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>  supply-chain forum, if CoWoS capacity raised = indirect MU memory \"add-order\".</p></li></ul><p><strong>Valuation &amp; Sentiment</strong></p><ul style=\"list-style-type: disc;\"><li><p>Trailing P/E 27.3× (vs. SPX 23×)</p></li><li><p>Forward P/E 12.2×, near the low end of historical cycles (above 15× is considered “expensive”)</p></li><li><p>Median Street target $214–$325; 38 analysts, 68% Buy/Strong Buy</p></li></ul><p></p></body></html>","text":"$Alphabet(GOOGL)$ TPUs adding to $NVIDIA(NVDA)$ GPU demand. New TPU generation leans hard on HBM & $Micron Technology(MU)$ is one of the only suppliers with real capacity. As GOOGL scales TPU clusters, $Micron Technology(MU)$ becomes the go-to source for the extra memory the industry suddenly needs. $Micron Technology(MU)$ closing +2.98% | Volume 36.7M (≈ 1× avg) Range 9.64% | RSI(14) ≈ 58 (neutral zone) Intraday flow +$0.96B (3rd straight day of net inflow) Large lots modest net-out → small/mid lots catch, chips not loosened Technical Levels (1-3 day view) Support 202-205 ← multiple retest confirmed Pivot 207 ← current center, lose → weaken Resistance 212-215 ← break opens 230-240 Catalyst Calendar (next 1 week) 11/27 $Micron Technology(MU)$ at Raymond James conf. → watch HBM3E ship guide & 2025 CapEx slope 11/28 Thanksgiving holiday, thin liquidity → beware false breakout 12/5 $Taiwan Semiconductor Manufacturing(TSM)$ supply-chain forum, if CoWoS capacity raised = indirect MU memory \"add-order\". Valuation & Sentiment Trailing P/E 27.3× (vs. SPX 23×) Forward P/E 12.2×, near the low end of historical cycles (above 15× is considered “expensive”) Median Street target $214–$325; 38 analysts, 68% Buy/Strong Buy","highlighted":1,"essential":1,"paper":2,"likeSize":269,"commentSize":3,"repostSize":15,"favoriteSize":0,"link":"https://ttm.financial/post/503366105456968","repostId":0,"isVote":1,"tweetType":1,"viewCount":976,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","TSM","GOOGL","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1041,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":503574367289848,"commentId":"503574367289848","gmtCreate":1763951467972,"gmtModify":1763960924203,"authorId":3479274809858351,"author":{"id":3479274809858351,"idStr":"3479274809858351","authorId":3479274809858351,"name":"twinkle5","avatar":"https://static.tigerbbs.com/1199212883bdd6438fe9209c5a43f33d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503366105456968,"objectIdStr":"503366105456968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"MU's momentum is solid, HBM demand surge keeps it hot! [龇牙]","text":"MU's momentum is solid, HBM demand surge keeps it hot! [龇牙]","html":"MU's momentum is solid, HBM demand surge keeps it hot! [龇牙]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":503886203802376,"commentId":"503886203802376","gmtCreate":1764038512162,"gmtModify":1764038516588,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503366105456968,"objectIdStr":"503366105456968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Mu has huge room to run! $338 by Morgan Stanley","text":"Mu has huge room to run! $338 by Morgan Stanley","html":"Mu has huge room to run! $338 by Morgan Stanley","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":503885480624456,"commentId":"503885480624456","gmtCreate":1764038495073,"gmtModify":1764038500736,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":503366105456968,"objectIdStr":"503366105456968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"MStanley new target 338 next year...EPS blowouts for next several quarters based on demand...looking good longs!\n<br><br>","text":"MStanley new target 338 next year...EPS blowouts for next several quarters based on demand...looking good longs!\n<br><br>","html":"MStanley new target 338 next year...EPS blowouts for next several quarters based on demand...looking good longs!\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}