I think storage pricing momentum is expected to carry the stock through the first half of 2026, but significant concerns regarding demand destruction may emerged for the latter half of the year. Further the present surge is driven by a "strategic reallocation" of manufacturing capacity toward high-margin AI components like High Bandwidth Memory (HBM), which is starving the supply of conventional DRAM and NAND for PCs and smartphones. This could boomerang too. But general consensus is that $Micron Technology(MU)$ could touch $500 in 2026. So, keeping fingers crossed & a prayer on the lips.
$Mobileye Global Inc.(MBLY)$ represents one of the most sophisticated "pure plays" in the field of computer vision and autonomous driving. To understand whether MBLY is truly on the verge of a breakout in 2026, one must peel back the layers of its evolution:: Academic origin: A vision born in the labs of Jerusalem. Complex history of its public listings: A triple-jump between being public and private. Recent financial "inventory shock": A post-pandemic supply chain hangover. Latest move into humanoid robotics: Moving from the road to the warehouse floor. Background & History. MBLY story began in 1999 in Jerusalem, Israel. At the time, the prevailing wisdom in robotics—led by DARPA Grand Challenge contenders—suggested that autonomous sight requ