To The Moon

$Micron Technology(MU)$ The CAGR is .15. To reach 1, it takes a 6x multiple in price, or $2,970 per share. Cyclicality is all that has been holding this down, but fixed pricing contracts have eliminated that problem. I’m projecting between $2,500 and $3,000 per share within 18 months. AI is NOT a one-off situation; it’s transformative for humanity, like the telephone, autos, steel, or computers.

$Micron Technology(MU)$ It's been pretty quiet ahead of a possible increase this week. Some are starting to realize Mu's value.

$Micron Technology(MU)$ The most appealing thing about Micron stock is that it's incredibly cheap despite its strong performance. The trailing earnings multiple is 22, while the forward earnings multiple is even more attractive at just 8.

$Micron Technology(MU)$ It's amazing that the market is still near all-time highs while the legacy media keeps barking gloom, doom, and lies every minute.

$Micron Technology(MU)$ TSMC, Hynix, and Intel all reported huge earnings beats and forecast strong coming quarters. This indicates that AI-driven hardware demand hasn't peaked yet and is still growing quickly, so a fantastic earnings is guaranteed for MU.

$Micron Technology(MU)$  Micron stock is incredibly cheap despite its multi-bagger performance. The trailing earnings multiple is 22, while the forward earnings multiple is even more attractive at just 8.

$Micron Technology(MU)$ The logic seems clear to me: if you want to go to Mars, you need the fuel. As of April 23, 2026, Micron (MU) is the only domestic provider of the HBM4 fuel required for the Terafab era. With 81% margins and production sold out through 2027, the cyclical narrative appears over. MU is more like an infrastructure utility, earning $98 per share. At a 25x-30x P/E, the destination would be around $2,450. I'm more inclined to focus on valuing MU, rather than CLS.

$Micron Technology(MU)$ With backlog already consuming capacity into 2027 and over $2 billion left in their $10 billion buyback program, it's hard for me to see why the stock price won't go over $700. The forward P/E of 7.82 seems very cheap. If the P/E goes to 23 like the rest of the sector, the stock price could potentially reach crazy high numbers—$1,000 would be nice.

$Micron Technology(MU)$  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.