$Micron Technology(MU)$ Big winners typically don't go straight up. They run, then pull back to shake out weak hands, reset, and then continue moving higher.

$Micron Technology(MU)$ Consolidation is healthy. The trend will resume upward.

$Micron Technology(MU)$  There are still many investors and analysts concerned that the current memory cycle might end sooner than expected. Still, I think the rising capex projections and growing infrastructure partnerships are finally convincing more people that memory chip makers like MU have more runway than previously thought. I'm noticing more industry observers telling the media that MU deserves a rerating. That's likely why the stock is finally moving up. My own view is that demand will outstrip supply growth for many years. The need for all types of memory and storage is growing exponentially and will continue for years, while production can only increase incrementally. This will keep driving prices highe

$Micron Technology(MU)$ We have a smaller PE than all the other semiconductor companies.

$Micron Technology(MU)$  With the next phase of AI shifting from LLM learning to Agentic AI, the need for CPUs and GPUs is rising, and memory demand is set to grow exponentially. This cycle looks a lot longer than initially thought.

$Micron Technology(MU)$  Just be patient... Micron's multiple is too low.

Some have expressed concerns about $Micron Technology(MU)$  at 650 per share. I mean, according to a well-known professional analyst, it was undervalued, with a forward P/E of just 5. It's making $155 million per day with certain contracts. All chips are accounted for and sold through 2026. And on top of that, there are new products shipping. Given that, 4260 per share by 2030 doesn't seem like a stretch to me.

$Micron Technology(MU)$  MU now looks like it could reach 750-800 before earnings in 6 weeks. 76.60 times a PE of 10 is $766.00.

$Micron Technology(MU)$ Some analysts are wrong in thinking this memory shortage boom will be short-lived like the others. They're mistaken. Each new generation of GPU systems needs more HBM and SSD NAND. Nvidia keeps raising the bar. IMO, MU is heading to $1,000.

$Micron Technology(MU)$ Wait for AMD and Nvidia's earnings reports. This stock, MU, is primed for growth, and even though it has appreciated significantly over the past year, there's still a lot left in the tank. They need to execute, stay ahead with their buildouts in Clay, NY and Boise, ID to increase capacity and meet demand, keep innovating, and everything will fall into place. We're not even remotely close to seeing the best of MU yet.

$Micron Technology(MU)$ MU to continue its current pace through 2027 - the early bird gets the worm.

$Micron Technology(MU)$  If it's true that Nvidia wants every GPU to have 2TB of memory by 2029, I think Micron could gain another 1000% by then.

$Micron Technology(MU)$ A Micron board member, who previously bought about $7.8M worth of shares in the open market at around $335, hasn't sold a single share since. That suggests he remains bullish on Micron's AI future.

$Micron Technology(MU)$ MU is absolutely not a bubble; it's still very cheap, and earnings support the stock.

$Micron Technology(MU)$  It's up almost 10% on a day when the NASDAQ was flat and the DJIA was down. Big news is on the horizon, starting with AMD's upcoming release, followed by Nvidia's on the 20th, and then into MU's in June. The path ahead looks clear.

$Micron Technology(MU)$ This stock still has a lot left in the tank. Even after the rise over the last six months, worldwide demand is just getting started, and companies with superior supply capacity and high-end technology will win out. It will be interesting to see the short-term stock price reaction after Tuesday's close when AMD reports record results and significantly improved guidance. Another trigger will be Nvidia's earnings and guidance on the 20th. Both should deliver nice pops, which will be a preview of many more to come for quite a few years. The change the world is going through isn't a 3-5 year thing; it's generational and will change how the world functions forever. Returns for companies involved in the AI revolution will excee

$Micron Technology(MU)$ The math is somewhat fuzzy, but based on a conservative 30% increase in DRAM prices for calendar Q2, it would put MU's revenue at approximately 43B for their Q3 ending around May 26. Even better, all the additional revenue comes with very little extra cost. My guesstimate for Q3 EPS is $26-28. The highest estimates I've seen are for 50-60% price increases in calendar Q2. Just to be clear, these guesstimates are not professional advice!

$Micron Technology(MU)$ All the tech companies that have reported earnings so far—INTC, AMD, TSMC, QCOM, WDC, STX, GOOG, META, MSFT, you name it—have shown that AI development is speeding up. Giants like META and GOOG are all planning huge investments in AI. So as one of the few suppliers of key AI hardware, MU's share price has increased by almost sixfold in one year, but the current price of $500 still looks like a stealth.

$Micron Technology(MU)$ The noise around OpenAI's revenue miss is short-term and a bit harsh. MU is set to perform strongly soon. Hitting 600 into earnings looks manageable.

$Micron Technology(MU)$ MU's PE is only 24 for a hypergrowth tech; it should be worth at least $850.