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

$Micron Technology(MU)$ Wall Street remains overwhelmingly bullish on Micron today, driven by a historic recent earnings beat and relentless demand for AI infrastructure.

Here is what is fueling the upside:

Historic Q3 Blowout: Micron reported $41.46 billion in revenue and an EPS of $25.11, shattering analyst estimates.

Massive Forward Guidance: Q4 revenue is projected at $50 billion—roughly $7 billion above expectations—proving that the AI memory boom is accelerating rather than slowing down.

Sold-Out Inventory: Driven by the explosive memory requirements of next-generation AI accelerators, Micron's entire High-Bandwidth Memory (HBM) production is completely sold out through the end of 2026.

Anthropic Partnership: A newly minted strategic supply and investment deal with Anthropic cements a multi-year anchor for data-center demand.

Upgraded Targets: Analysts are scrambling to revise their models, with firms like Morgan Stanley recently raising their price targets to $1,200 following Micron's entry into the $1 Trillion market cap club.

With soaring gross margins and a severe supply-demand gap in the global memory market, MU has firmly established itself as a structural winner in the 2026 AI supercycle.

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.

Comments

We need your insight to fill this gap

Leave a comment

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":580256669369392,"tweetId":"580256669369392","gmtCreate":1782694333267,"gmtModify":1782697513006,"author":{"id":3583893991506047,"idStr":"3583893991506047","authorId":3583893991506047,"authorIdStr":"3583893991506047","name":"HandsomeBoy","avatar":"https://static.tigerbbs.com/500329e31ec63c86945a42d305de07f9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.03","exceedPercentage":"80.54%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> Wall Street remains overwhelmingly bullish on Micron today, driven by a historic recent earnings beat and relentless demand for AI infrastructure.&nbsp;&nbsp;</p>\n<p>Here is what is fueling the upside:</p>\n<p>Historic Q3 Blowout: Micron reported $41.46 billion in revenue and an EPS of $25.11, shattering analyst estimates.&nbsp;&nbsp;</p>\n<p>Massive Forward Guidance: Q4 revenue is projected at $50 billion—roughly $7 billion above expectations—proving that the AI memory boom is accelerating rather than slowing down.&nbsp;&nbsp;</p>\n<p>Sold-Out Inventory: Driven by the explosive memory requirements of next-generation AI accelerators, Micron's entire High-Bandwidth Memory (HBM) production is completely sold out through the end of 2026.&nbsp;&nbsp;</p>\n<p>Anthropic Partnership: A newly minted strategic supply and investment deal with Anthropic cements a multi-year anchor for data-center demand.&nbsp;&nbsp;</p>\n<p>Upgraded Targets: Analysts are scrambling to revise their models, with firms like Morgan Stanley recently raising their price targets to $1,200 following Micron's entry into the $1 Trillion market cap club.&nbsp;&nbsp;</p>\n<p>With soaring gross margins and a severe supply-demand gap in the global memory market, MU has firmly established itself as a structural winner in the 2026 AI supercycle.&nbsp;&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> Wall Street remains overwhelmingly bullish on Micron today, driven by a historic recent earnings beat and relentless demand for AI infrastructure.&nbsp;&nbsp;</p>\n<p>Here is what is fueling the upside:</p>\n<p>Historic Q3 Blowout: Micron reported $41.46 billion in revenue and an EPS of $25.11, shattering analyst estimates.&nbsp;&nbsp;</p>\n<p>Massive Forward Guidance: Q4 revenue is projected at $50 billion—roughly $7 billion above expectations—proving that the AI memory boom is accelerating rather than slowing down.&nbsp;&nbsp;</p>\n<p>Sold-Out Inventory: Driven by the explosive memory requirements of next-generation AI accelerators, Micron's entire High-Bandwidth Memory (HBM) production is completely sold out through the end of 2026.&nbsp;&nbsp;</p>\n<p>Anthropic Partnership: A newly minted strategic supply and investment deal with Anthropic cements a multi-year anchor for data-center demand.&nbsp;&nbsp;</p>\n<p>Upgraded Targets: Analysts are scrambling to revise their models, with firms like Morgan Stanley recently raising their price targets to $1,200 following Micron's entry into the $1 Trillion market cap club.&nbsp;&nbsp;</p>\n<p>With soaring gross margins and a severe supply-demand gap in the global memory market, MU has firmly established itself as a structural winner in the 2026 AI supercycle.&nbsp;&nbsp;</p></body></html>","text":"$Micron Technology(MU)$ Wall Street remains overwhelmingly bullish on Micron today, driven by a historic recent earnings beat and relentless demand for AI infrastructure. Here is what is fueling the upside: Historic Q3 Blowout: Micron reported $41.46 billion in revenue and an EPS of $25.11, shattering analyst estimates. Massive Forward Guidance: Q4 revenue is projected at $50 billion—roughly $7 billion above expectations—proving that the AI memory boom is accelerating rather than slowing down. Sold-Out Inventory: Driven by the explosive memory requirements of next-generation AI accelerators, Micron's entire High-Bandwidth Memory (HBM) production is completely sold out through the end of 2026. Anthropic Partnership: A newly minted strategic supply and investment deal with Anthropic cements a multi-year anchor for data-center demand. Upgraded Targets: Analysts are scrambling to revise their models, with firms like Morgan Stanley recently raising their price targets to $1,200 following Micron's entry into the $1 Trillion market cap club. With soaring gross margins and a severe supply-demand gap in the global memory market, MU has firmly established itself as a structural winner in the 2026 AI supercycle.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/580256669369392","repostId":0,"isVote":1,"tweetType":1,"viewCount":192,"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":1044,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/580256669369392"}