$Micron Technology(MU)$  The shorts are hating it. I'm leaning towards Micron Technology.

$Micron Technology(MU)$ Earlier this week, I highlighted three key facts about Micron. First, everything MU can produce through sometime in 2027 has already been sold. Second, gross profit this quarter and for the foreseeable future will exceed 80%. Third, meaningful increases in supply will take about two years. Finally, demand is set to continue growing faster than new supply can be made. The price of MU stock is expected to reach $1,200 within 12 months.

$Micron Technology(MU)$  This stock is insanely undervalued. MU's earnings are more than the combined revenues of AMD and MRVL.

$Micron Technology(MU)$  GuruFocus today reports that Wall Street now expects Micron's earnings per share to grow 605% in 2026.

$Micron Technology(MU)$ Intel, Micron, and Nvidia are standing out right now, but according to KeyBanc, the bigger story might be that the semiconductor cycle itself is still in its early innings. The way they see it, this cycle isn't close to peaking. Historically, once shipments move above trend, the upcycle tends to run for more than 2 years, or about 8.5 quarters. Right now, we're only just starting to see that shift, which suggests the broader recovery, especially outside of AI, hasn't fully played out yet. Add in the steady buildout in AI infrastructure, and the cycle could stretch through at least 2027.

$Micron Technology(MU)$ Consolidating around $450, with the next leg up to $500!

$Micron Technology(MU)$ This should already be at 600. The numbers are incredible. Even at year-end profits, a 10x P/E gets you near one thousand.

$Micron Technology(MU)$ The MU valuation paradox: why a 30x P/E is inevitable. Analysts seem stuck in the old “commodity cycle” mindset. By 2026, Micron (MU) has officially become the strategic fuel for the AI era. 1. Infrastructure, Not Commodity: Exiting the consumer market (Crucial) and achieving 80%+ margins on HBM4 makes MU a high-tech utility. Its 2026/2027 production is already sold out. 2. The 10-Year Moat: Long-term infrastructure deals with Nvidia and the Terafab alliance (Intel/Tesla/SpaceX) shift MU from “spot pricing” to guaranteed, “SaaS-like” revenue. 3. The Intel “Win-Win”: Utilizing Intel’s 18A fabs for HBM logic layers stabilizes supply and removes capital risk. The bottom line: the market rewards assemblers (JBL/CLS) with hig

$Micron Technology(MU)$  SNDK and WDC are green, MU is red because MU is a highly rated chip stock; someone wants more of our shares. It will eventually move towards $500 and catch up to SNDK.

$Micron Technology(MU)$ A microchip contains 30 to 40 billion transistors. Laser photolithography minimizes the size to 5x5mm, with the top modern process taking 3 to 6 months per production cycle. So, MU is a great chip maker company, and technology is probably surging, with demand for key elements hitting... within half a year soon.

$Micron Technology(MU)$  I'm seeing projections that Micron (MU) is on track to generate $133B in operating income for fiscal 2027, which would put it ahead of Amazon at $121.9B and Meta at $102.6B. The driver is AI-powered data center demand, with a compound annual growth rate of 312% from 2024 to 2027.

$Micron Technology(MU)$ I'm grateful to live in the US and have the chance to sit in my chair and invest in some of the best, smartest, most professional, well-run, leading-edge companies in the world.

$Micron Technology(MU)$  This week, the greatest milestone in world history, led by the greatest leader in history, will finish up, and by June 1, oil will hit $60 per barrel.

$Micron Technology(MU)$  We’re stuck in this resistance zone and need a clean break above 462.50 before it can really get going.

$Micron Technology(MU)$ TSMC is set to post a 50% quarterly profit jump and extend record earnings, driven by insatiable AI demand.

$Micron Technology(MU)$  UBS just delivered another big upgrade, targeting $530.

$Micron Technology(MU)$ I can guarantee that people who sold in panic are now scratching their heads. Do you realize that this recovery means we could break ATH tomorrow and just go up hard?

$Micron Technology(MU)$ Yesterday we were the windshield, today we're the bug. More good days ahead, just need to be patient. The story is still intact, MUs numbers are phenomenal and the valuation is dirt cheap.

$Micron Technology(MU)$  What a great day! I can't believe it went up so much today.

$Micron Technology(MU)$  Closing above 461.73 is the key level to break, and that's the next resistance from today. If we can break this resistance on the first try, it's 100% bullish. But even if it takes a second or third attempt to break through, it would still be very bullish.