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

$Micron Technology(MU)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ Ford and GM just added another leg to the bull case for Micron. The company secured a long-term memory and storage supply deal with Ford, right after a similar one with GM. Software-defined vehicles are going to require significantly more DRAM per car, which stacks on top of the existing AI data center demand that's already driving prices.

Key numbers:

- DRAM accounted for 76% of Q3 FY26 revenue, up 67% quarter-over-quarter.

- HBM4 revenue has already passed $1 billion and is ramping twice as fast as HBM3E.

- Management now sees the HBM market topping $100 billion by calendar year 2027.

- They have 16 multi-year take-or-pay contracts, providing locked-in revenue visibility.

- Tight DRAM and NAND supply is expected to persist beyond CY2027.

Capacity is ramping in Taiwan, Virginia, and Idaho to keep up. The stock still trades at a cheaper valuation than most AI-adjacent names and has a Zacks Rank #1 (Strong Buy).

So the thesis now has three legs: automotive, AI data centers, and tight supply. Not financial advice, just tracking the setup.

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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The company secured a long-term memory and storage supply deal with Ford, right after a similar one with GM. Software-defined vehicles are going to require significantly more DRAM per car, which stacks on top of the existing AI data center demand that's already driving prices.</p>\n<p>Key numbers:</p>\n<p>- DRAM accounted for 76% of Q3 FY26 revenue, up 67% quarter-over-quarter.</p>\n<p>- HBM4 revenue has already passed $1 billion and is ramping twice as fast as HBM3E.</p>\n<p>- Management now sees the HBM market topping $100 billion by calendar year 2027.</p>\n<p>- They have 16 multi-year take-or-pay contracts, providing locked-in revenue visibility.</p>\n<p>- Tight DRAM and NAND supply is expected to persist beyond CY2027.</p>\n<p>Capacity is ramping in Taiwan, Virginia, and Idaho to keep up. The stock still trades at a cheaper valuation than most AI-adjacent names and has a Zacks Rank #1 (Strong Buy).</p>\n<p>So the thesis now has three legs: automotive, AI data centers, and tight supply. Not financial advice, just tracking the setup.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><a href=\"https://ttm.financial/S/MUU\">$Direxion Daily MU Bull 2X Shares(MUU)$&nbsp;</a><a href=\"https://ttm.financial/S/MULL\">$GraniteShares 2x Long MU Daily ETF(MULL)$&nbsp;</a>Ford and GM just added another leg to the bull case for Micron. The company secured a long-term memory and storage supply deal with Ford, right after a similar one with GM. Software-defined vehicles are going to require significantly more DRAM per car, which stacks on top of the existing AI data center demand that's already driving prices.</p>\n<p>Key numbers:</p>\n<p>- DRAM accounted for 76% of Q3 FY26 revenue, up 67% quarter-over-quarter.</p>\n<p>- HBM4 revenue has already passed $1 billion and is ramping twice as fast as HBM3E.</p>\n<p>- Management now sees the HBM market topping $100 billion by calendar year 2027.</p>\n<p>- They have 16 multi-year take-or-pay contracts, providing locked-in revenue visibility.</p>\n<p>- Tight DRAM and NAND supply is expected to persist beyond CY2027.</p>\n<p>Capacity is ramping in Taiwan, Virginia, and Idaho to keep up. The stock still trades at a cheaper valuation than most AI-adjacent names and has a Zacks Rank #1 (Strong Buy).</p>\n<p>So the thesis now has three legs: automotive, AI data centers, and tight supply. Not financial advice, just tracking the setup.</p></body></html>","text":"$Micron Technology(MU)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ Ford and GM just added another leg to the bull case for Micron. The company secured a long-term memory and storage supply deal with Ford, right after a similar one with GM. Software-defined vehicles are going to require significantly more DRAM per car, which stacks on top of the existing AI data center demand that's already driving prices. Key numbers: - DRAM accounted for 76% of Q3 FY26 revenue, up 67% quarter-over-quarter. - HBM4 revenue has already passed $1 billion and is ramping twice as fast as HBM3E. - Management now sees the HBM market topping $100 billion by calendar year 2027. - They have 16 multi-year take-or-pay contracts, providing locked-in revenue visibility. - Tight DRAM and NAND supply is expected to persist beyond CY2027. Capacity is ramping in Taiwan, Virginia, and Idaho to keep up. The stock still trades at a cheaper valuation than most AI-adjacent names and has a Zacks Rank #1 (Strong Buy). So the thesis now has three legs: automotive, AI data centers, and tight supply. Not financial advice, just tracking the setup.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/583598799810640","repostId":0,"isVote":1,"tweetType":1,"viewCount":37,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MUU","MULL","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":969,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/583598799810640"}