来财1996
05-06

Short answer: yes, MU can reach 1000 — but it’s not a straight-line move.

For long term, MU at 1000 is reasonable if AI trend sustains(1-2years)

But memory is historically cyclical if supply catch up demand or AI trend gets questioned again. Memory stock will be the first one to go down! Risky move

Micron Below $900 on NVIDIA Order-Cut Fears: Buy the Dip?
Micron tumbled 13.25% Friday, breaking below $900 amid fears that NVIDIA is cutting HBM orders. SanDisk fell 11.39% and the memory ETF collapsed 15.08% in a broad sector selloff. Shares rebounded 4.58% in after-hours trading, reclaiming $900. With Micron still up over 270% year-to-date, is this pullback a mid-term entry point or the beginning of the end for the HBM supercycle — would you buy the bounce at $900?
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