$Micron Technology(MU)$ Dell's blowout earnings and upgraded full-year forecast serve as a massive tailwind for Micron. The significant jump in Dell's AI-optimized server revenue points to strong, ongoing demand for data center hardware, which directly drives demand for the high-bandwidth memory (HBM) and DRAM chips Micron supplies. It looks like a favorable situation for MU right now. Honestly, I'm a bit surprised we haven't seen a sharper move after hours yet, but it seems likely to come.

$Micron Technology(MU)$ I think Micron is in the process of being re-rated by the market. The stock should be around $1200 around the time of earnings. Even at $1860 (FY27 $155 EPS x 12x), it still looks cheap given the multiples other semis are trading at. Look at AMD and Intel at 40x! It's surprising to see Intel at that level too. I don't compare it with NVIDIA because they are rightfully on a different level right now. They have the hardware, the software, and the ecosystem. They have a platform, which none of the others really do yet. Stay long MU, ignore the noise, and you should do well.

$Micron Technology(MU)$ If Dell is up 30 percent, Micron should be too. Micron supplies Dell.

$Micron Technology(MU)$ Michael Dell says “the shortage in memory is not going to go away”! Looking at 1800+!

$Micron Technology(MU)$  Some boards have the worst moderation, constantly deleting messages. I really don't like sharing my thoughts in places like that. I was basically saying that MU should see a surge of 100+ after Marvell's earnings.

$Micron Technology(MU)$  Almost 62 million shares traded, up 3.5% or almost $32 a share. This stock is on a tear, and it looks like that momentum is going to keep up.

$Micron Technology(MU)$ I think this stock is worth at least $2000. The memory shortage, in my view, will last for a minimum of 2 to 3 years.

$Micron Technology(MU)$ Average daily volume is around 40 million shares. People are shocked that MU went up 19% in one day. Wait until short sellers have to cover those 37 million shares in a scramble. That 19% will look like a rounding error. Aren't there better stocks to short out there? Why would anyone even want to short MU? All 2026 products are sold out. 2027 products are sold through November. Huge cash pile, low debt, low forward PE, high margins. 1000% earnings gain year over year. MU makes the best memory right now with HBM3E. HBM4 is in the pipeline. Contracts are signed five years out. If we go into a recession, MU could make even more profit from reduced supply costs. 39 analysts have Buy or Strong Buy ratings. I'm looking forward

$Micron Technology(MU)$  Days like today make someone who's held this for a while feel like they've won at investing.

$Micron Technology(MU)$ UBS raised Micron's price target from $535 to $1,625. This isn't just an upgrade — it's recognition that AI has permanently changed the memory industry. HBM demand, long-term supply agreements, and AI infrastructure growth could make MU one of the biggest winners this cycle. Glad I stayed bullish on MU.

$Micron Technology(MU)$ MU into $1T club.....SNDK path into $0.5T club

$Micron Technology(MU)$ Major technological shifts, like the internet and now AI, only come around once or twice in a generation. They create rare, asymmetric opportunities for long-term investors. It's a bit unfortunate to see some investors anchored to outdated assumptions, holding short positions based on a view of the world that no longer reflects the pace or direction of change.

$Micron Technology(MU)$  MU is up over 5% on Canadian markets with anemic volume. The flood gates are about to open.

$Micron Technology(MU)$ Memory chip business has long been cyclical. I believe MU will be fighting this until it proves otherwise. Be prepared for slower gains over the next few quarters. I remain bullish.

$Micron Technology(MU)$ Micron's 50% problem: why having too few microchips is making investors rich.

$Micron Technology(MU)$ If you're looking for a high-growth capital equipment company involved in AI, you could take a look at ASYS.

$Micron Technology(MU)$ A double from 750 to 1500 in a year looks very possible. Some are predicting 1500-1600, or even as high as 2000 a year from now. But to be honest, a double in a year would be solid enough for me.

$Micron Technology(MU)$  No strike at Samsung, and the U.S. and Iran have agreed in principle to reopen the Strait of Hormuz, with Iran committing to dispose of highly enriched uranium in exchange for the U.S. lifting its blockades. With these developments, the stock could gap up significantly at the open, maybe 10% to around 825, and potentially finish the day up 15% at 863. On its way to earnings, I think it has a shot at reaching 1000. There are 22 trading days left until earnings.

$Micron Technology(MU)$  I’ve never seen so many articles on MU. Recently alone I’ve read over eight brand new pieces all talking about how inexpensive it is, and that it’s number three of the least expensive stocks in the S&P!

$Micron Technology(MU)$ Samsung Semiconductor is paying out a total of $26 billion in bonuses to all employees. A strike won't happen. MU and SNDK were up 8-11%.