$Micron Technology(MU)$ Seekin-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Micron Technology(MU)$

Seeking Alpha released its top 10 stock picks for 2026, spanning AI, semiconductors, networking, insurance, biotech, and resources

Micron Technology (MU), the HBM leader and a major beneficiary of strong NAND demand, sits at the intersection of supply scarcity and AI-driven necessity; it trades at a valuation yet to fully reflect its projected earnings supercycle

For 2026, MU has confirmed that its HBM capacity, essential for AI training, is fully sold out, providing exceptional revenue visibility that few tech stocks can match

Despite its rally in 2025, analysts project its earnings to potentially triple or quadruple; it is rare to find a market leader in a critical tech bottleneck, with valuation discounts after the earnings beat, underscoring solid execution heading into AI-driven growth

2026 is expected to be the year Edge AI goes mainstream, with AI-capable PCs and smartphones doubling DRAM content per device; benefiting MU from both cloud hyperscalers and consumer upgrades。。。

@Tiger_SG：SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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it trades at a valuation yet to fully reflect its projected earnings supercycle</p>\n<p>For 2026, MU has confirmed that its HBM capacity, essential for AI training, is fully sold out, providing exceptional revenue visibility that few tech stocks can match</p>\n<p>Despite its rally in 2025, analysts project its earnings to potentially triple or quadruple; it is rare to find a market leader in a critical tech bottleneck, with valuation discounts after the earnings beat, underscoring solid execution heading into AI-driven growth</p>\n<p>2026 is expected to be the year Edge AI goes mainstream, with AI-capable PCs and smartphones doubling DRAM content per device; benefiting MU from both cloud hyperscalers and consumer upgrades。。。</p><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/26bd3ede26736c21636943607c4ba293\"></t-t></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>&nbsp;</p>\n<p>Seeking Alpha released its top 10 stock picks for 2026, spanning AI, semiconductors, networking, insurance, biotech, and resources</p>\n<p>Micron Technology (MU), the HBM leader and a major beneficiary of strong NAND demand, sits at the intersection of supply scarcity and AI-driven necessity; it trades at a valuation yet to fully reflect its projected earnings supercycle</p>\n<p>For 2026, MU has confirmed that its HBM capacity, essential for AI training, is fully sold out, providing exceptional revenue visibility that few tech stocks can match</p>\n<p>Despite its rally in 2025, analysts project its earnings to potentially triple or quadruple; it is rare to find a market leader in a critical tech bottleneck, with valuation discounts after the earnings beat, underscoring solid execution heading into AI-driven growth</p>\n<p>2026 is expected to be the year Edge AI goes mainstream, with AI-capable PCs and smartphones doubling DRAM content per device; benefiting MU from both cloud hyperscalers and consumer upgrades。。。</p><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/26bd3ede26736c21636943607c4ba293\"></t-t></body></html>","text":"$Micron Technology(MU)$ Seeking Alpha released its top 10 stock picks for 2026, spanning AI, semiconductors, networking, insurance, biotech, and resources Micron Technology (MU), the HBM leader and a major beneficiary of strong NAND demand, sits at the intersection of supply scarcity and AI-driven necessity; it trades at a valuation yet to fully reflect its projected earnings supercycle For 2026, MU has confirmed that its HBM capacity, essential for AI training, is fully sold out, providing exceptional revenue visibility that few tech stocks can match Despite its rally in 2025, analysts project its earnings to potentially triple or quadruple; it is rare to find a market leader in a critical tech bottleneck, with valuation discounts after the earnings beat, underscoring solid execution heading into AI-driven growth 2026 is expected to be the year Edge AI goes mainstream, with AI-capable PCs and smartphones doubling DRAM content per device; benefiting MU from both cloud hyperscalers and consumer upgrades。。。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/520639132525600","repostId":519771402977568,"repostType":1,"repost":{"magic":2,"id":519771402977568,"tweetId":"519771402977568","gmtCreate":1767932054800,"gmtModify":1767939002207,"author":{"id":4106547232749330,"idStr":"4106547232749330","authorId":4106547232749330,"authorIdStr":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","vip":4,"userType":4,"introduction":"[Tiger Broker Singapore Official] ","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6028,"starInvestorFlag":false},"themes":[{"themeId":"932cff5fe21345979aa18f8d8a5596dc","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":932cff5fe21345979aa18f8d8a5596dc}&rnconfig={\"headerBarHidden\": true}","description":"Research platform Seeking Alpha has released its Top 10 Stock Picks for 2026.\nMicron Technology ($MU) — HBM leader, valuation discount\nAdvanced Micro Devices ($AMD) — AI accelerators & servers\nCiena ($CIEN) — Record orders in high-speed networking\nCelestica ($CLS) — AI data center hardware\nCoherent ($COHR) — Optical components for hyperscalers\nAllstate ($ALL) — AI underwriting + dividends\nIncyte ($INCY) — Profitable biotech pipeline\nBarrick Gold ($B) — Gold + copper exposure\nWilldan Group ($WLDN) — AI infrastructure contracts\nATI ($ATI) — Aerospace-grade specialty metals","image":"https://community-static.tradeup.com/news/fa90de26d6b2c430eb5050e92a14c4aa"}],"images":[{"img":"https://community-static.tradeup.com/news/fa90de26d6b2c430eb5050e92a14c4aa","width":"480","height":"323"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/fa90de26d6b2c430eb5050e92a14c4aa"}],"title":"SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?","html":"<html><head></head><body><p>Research platform <strong>Seeking Alpha</strong> released its <strong>Top 10 Stock Picks for 2026</strong>.  The list spans AI, semiconductors, networking, insurance, biotech, and resources—focused on <strong>earnings visibility and structural growth</strong>.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa90de26d6b2c430eb5050e92a14c4aa\" tg-width=\"480\" tg-height=\"323\"></p><ol start=\"1\" style=\"\"><li><p> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> — HBM leader; strong NAND demand; FY26 Q1 beat with valuation discount.</p></li><li><p> <a data-mention-id=\"CIEN\" class=\"teditor-mention\" data-mention-name=\"Ciena\" href=\"https://ttm.financial/S/CIEN\">$Ciena(CIEN)$</a>  — High-speed networking leader; record orders and backlog supported by hyperscalers.</p></li><li><p> <a data-mention-id=\"B\" class=\"teditor-mention\" data-mention-name=\"Barrick Mining Corporation\" href=\"https://ttm.financial/S/B\">$Barrick Mining Corporation(B)$</a>  — Gold plus copper exposure aligned with energy transition; earnings leverage.</p></li><li><p> <a data-mention-id=\"CLS\" class=\"teditor-mention\" data-mention-name=\"Celestica\" href=\"https://ttm.financial/S/CLS\">$Celestica(CLS)$</a>  — Shift to AI data-center hardware; communications outlook upgraded for 2025–2026.</p></li><li><p> <a data-mention-id=\"INCY\" class=\"teditor-mention\" data-mention-name=\"Incyte\" href=\"https://ttm.financial/S/INCY\">$Incyte(INCY)$</a>  — Profitable biotech with strong growth and buyback plans.</p></li><li><p> <a data-mention-id=\"ALL\" class=\"teditor-mention\" data-mention-name=\"Allstate\" href=\"https://ttm.financial/S/ALL\">$Allstate(ALL)$</a>  — AI underwriting efficiency; strong profitability and dividends.</p></li><li><p> <a data-mention-id=\"WLDN\" class=\"teditor-mention\" data-mention-name=\"Willdan\" href=\"https://ttm.financial/S/WLDN\">$Willdan(WLDN)$</a> — AI infrastructure pivot; large contract wins and steady growth.</p></li><li><p> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>  — OpenAI partnership; competitive AI accelerators and servers; benefits from AI infrastructure buildout.</p></li><li><p> <a data-mention-id=\"COHR\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$</a>  — Optical components for cloud providers; multiple quarters of beats driven by AI data demand.</p></li><li><p> <a data-mention-id=\"ATI\" class=\"teditor-mention\" data-mention-name=\"ATI Inc\" href=\"https://ttm.financial/S/ATI\">$ATI Inc(ATI)$</a>  — Aerospace-grade specialty metals; earnings upgrades and high visibility.</p></li></ol><p><strong>Leave your comments</strong> to win tiger coins~</p><p>“If I could only hold ONE of these stocks through 2026, I’d pick ____ because ____.”</p></body></html>","htmlText":"<html><head></head><body><p>Research platform <strong>Seeking Alpha</strong> released its <strong>Top 10 Stock Picks for 2026</strong>.  The list spans AI, semiconductors, networking, insurance, biotech, and resources—focused on <strong>earnings visibility and structural growth</strong>.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa90de26d6b2c430eb5050e92a14c4aa\" tg-width=\"480\" tg-height=\"323\"></p><ol start=\"1\" style=\"\"><li><p> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> — HBM leader; strong NAND demand; FY26 Q1 beat with valuation discount.</p></li><li><p> <a data-mention-id=\"CIEN\" class=\"teditor-mention\" data-mention-name=\"Ciena\" href=\"https://ttm.financial/S/CIEN\">$Ciena(CIEN)$</a>  — High-speed networking leader; record orders and backlog supported by hyperscalers.</p></li><li><p> <a data-mention-id=\"B\" class=\"teditor-mention\" data-mention-name=\"Barrick Mining Corporation\" href=\"https://ttm.financial/S/B\">$Barrick Mining Corporation(B)$</a>  — Gold plus copper exposure aligned with energy transition; earnings leverage.</p></li><li><p> <a data-mention-id=\"CLS\" class=\"teditor-mention\" data-mention-name=\"Celestica\" href=\"https://ttm.financial/S/CLS\">$Celestica(CLS)$</a>  — Shift to AI data-center hardware; communications outlook upgraded for 2025–2026.</p></li><li><p> <a data-mention-id=\"INCY\" class=\"teditor-mention\" data-mention-name=\"Incyte\" href=\"https://ttm.financial/S/INCY\">$Incyte(INCY)$</a>  — Profitable biotech with strong growth and buyback plans.</p></li><li><p> <a data-mention-id=\"ALL\" class=\"teditor-mention\" data-mention-name=\"Allstate\" href=\"https://ttm.financial/S/ALL\">$Allstate(ALL)$</a>  — AI underwriting efficiency; strong profitability and dividends.</p></li><li><p> <a data-mention-id=\"WLDN\" class=\"teditor-mention\" data-mention-name=\"Willdan\" href=\"https://ttm.financial/S/WLDN\">$Willdan(WLDN)$</a> — AI infrastructure pivot; large contract wins and steady growth.</p></li><li><p> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a>  — OpenAI partnership; competitive AI accelerators and servers; benefits from AI infrastructure buildout.</p></li><li><p> <a data-mention-id=\"COHR\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$</a>  — Optical components for cloud providers; multiple quarters of beats driven by AI data demand.</p></li><li><p> <a data-mention-id=\"ATI\" class=\"teditor-mention\" data-mention-name=\"ATI Inc\" href=\"https://ttm.financial/S/ATI\">$ATI Inc(ATI)$</a>  — Aerospace-grade specialty metals; earnings upgrades and high visibility.</p></li></ol><p><strong>Leave your comments</strong> to win tiger coins~</p><p>“If I could only hold ONE of these stocks through 2026, I’d pick ____ because ____.”</p></body></html>","text":"Research platform Seeking Alpha released its Top 10 Stock Picks for 2026. The list spans AI, semiconductors, networking, insurance, biotech, and resources—focused on earnings visibility and structural growth. $Micron Technology(MU)$ — HBM leader; strong NAND demand; FY26 Q1 beat with valuation discount. $Ciena(CIEN)$ — High-speed networking leader; record orders and backlog supported by hyperscalers. $Barrick Mining Corporation(B)$ — Gold plus copper exposure aligned with energy transition; earnings leverage. $Celestica(CLS)$ — Shift to AI data-center hardware; communications outlook upgraded for 2025–2026. $Incyte(INCY)$ — Profitable biotech with strong growth and buyback plans. $Allstate(ALL)$ — AI underwriting efficiency; strong profitability and dividends. $Willdan(WLDN)$ — AI infrastructure pivot; large contract wins and steady growth. $Advanced Micro Devices(AMD)$ — OpenAI partnership; competitive AI accelerators and servers; benefits from AI infrastructure buildout. $COHERENT(COHR)$ — Optical components for cloud providers; multiple quarters of beats driven by AI data demand. $ATI Inc(ATI)$ — Aerospace-grade specialty metals; earnings upgrades and high visibility. Leave your comments to win tiger coins~ “If I could only hold ONE of these stocks through 2026, I’d pick ____ because ____.”","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/519771402977568","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["ALL","CIEN","B","ATI","WLDN","MU","AMD","INCY","CLS","COHR"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":519771402977568,"totalAmount":500,"balance":500,"end":false,"deadline":1769012054800,"remainingNumber":100},"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1139,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":508,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":866,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/520639132525600"}