$Micron Technology(MU)$ 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.
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