$Micron Technology(MU)$ contin

$Micron Technology(MU)$ continues to rally despite surpassing its all-time-high multiple times.

Fueled by multiple factors, strong demand from AI MNCs (contributed by record high AI CAPEX), furthermore there's a significant shortage of supply of memory (HBM) chips. Even retail consumers are feeling the pinch, buying a laptop 2 years ago is much cheaper than what it costs today, a RAM stick has almost tripled in price over the past year.

On 16th Jan 2026, one of the board members of Micron reported a $8m purchase in the company despite prices already hovering close to its all time high, this fuels investor confidence and could be a sign that there's still a runway ahead.

After investing in the company for 4 months (through stock & options), I still foresee a runway for the next 2 quarters of earnings (of which both likely will post record earnings), whatever comes after remains unknown as there are many consumer & geopolitical factors at play.

Micron Breaks $400B Market Cap: Storage Prices About To Explode?

Micron Technology surged more than 8%, hitting record highs and pushing its market cap above $400B for the first time. The rally comes as Citigroup warned that memory chip prices could see a “runaway surge” in 2026, driven by tight supply and accelerating AI-driven demand. With Micron at record highs, can storage pricing momentum carry the stock further into 2026? If memory prices surge uncontrollably, will demand destruction eventually cap upside?

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The rally comes as Citigroup warned that memory chip prices could see a “runaway surge” in 2026, driven by tight supply and accelerating AI-driven demand. \n\nWith Micron at record highs, can storage pricing momentum carry the stock further into 2026?\nIf memory prices surge uncontrollably, will demand destruction eventually cap upside?","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[{"img":"https://community-static.tradeup.com/news/b067322bbb3c50579161a2f6609ed5b9","width":"374","height":"579"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/b067322bbb3c50579161a2f6609ed5b9","width":"374","height":"579"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>continues to rally despite surpassing its all-time-high multiple times.\nFueled by multiple factors, strong demand from AI MNCs (contributed by record high AI CAPEX), furthermore there's a significant&nbsp;shortage of supply of memory (HBM) chips. Even retail consumers are feeling the pinch, buying a laptop 2 years ago is much cheaper than what it costs today, a RAM stick has almost tripled in price over the past year.\nOn 16th Jan 2026, one of the board members of Micron reported a $8m purchase in the company despite prices already hovering close to its all time high, this fuels investor confidence and could be a sign that there's still a runway ahead.&nbsp;\nAfter investing in the company for 4 months (through stock &amp; options), I still foresee a runway for the next 2 quarters of earnings (of which both likely will post record earnings), whatever comes after remains unknown as there are many consumer &amp; geopolitical factors at play.<img src=\"https://community-static.tradeup.com/news/b067322bbb3c50579161a2f6609ed5b9\" tg-width=\"374\" tg-height=\"579\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>continues to rally despite surpassing its all-time-high multiple times.\nFueled by multiple factors, strong demand from AI MNCs (contributed by record high AI CAPEX), furthermore there's a significant&nbsp;shortage of supply of memory (HBM) chips. Even retail consumers are feeling the pinch, buying a laptop 2 years ago is much cheaper than what it costs today, a RAM stick has almost tripled in price over the past year.\nOn 16th Jan 2026, one of the board members of Micron reported a $8m purchase in the company despite prices already hovering close to its all time high, this fuels investor confidence and could be a sign that there's still a runway ahead.&nbsp;\nAfter investing in the company for 4 months (through stock &amp; options), I still foresee a runway for the next 2 quarters of earnings (of which both likely will post record earnings), whatever comes after remains unknown as there are many consumer &amp; geopolitical factors at play.<img src=\"https://community-static.tradeup.com/news/b067322bbb3c50579161a2f6609ed5b9\" tg-width=\"374\" tg-height=\"579\"></body></html>","text":"$Micron Technology(MU)$ continues to rally despite surpassing its all-time-high multiple times. Fueled by multiple factors, strong demand from AI MNCs (contributed by record high AI CAPEX), furthermore there's a significant shortage of supply of memory (HBM) chips. Even retail consumers are feeling the pinch, buying a laptop 2 years ago is much cheaper than what it costs today, a RAM stick has almost tripled in price over the past year. On 16th Jan 2026, one of the board members of Micron reported a $8m purchase in the company despite prices already hovering close to its all time high, this fuels investor confidence and could be a sign that there's still a runway ahead. After investing in the company for 4 months (through stock & options), I still foresee a runway for the next 2 quarters of earnings (of which both likely will post record earnings), whatever comes after remains unknown as there are many consumer & geopolitical factors at play.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/522433821816104","repostId":0,"isVote":1,"tweetType":1,"viewCount":141,"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":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":797,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522433821816104"}