To The Moon

Is it Micron’s “Nvidia moment”? Not quite. Nvidia benefitted from platform dominance and software lock-in. Micron and peers are riding a structural upcycle driven by AI servers needing far more DRAM and HBM per rack. The gains are broad across the memory sector rather than company-specific. How long can the imbalance last? Likely 2 to 3 years. HBM capacity is tight, capex remains disciplined after prior busts, and AI demand keeps rising. Supply will expand, but not fast enough to quickly normalise pricing. Is it too late? Late for easy upside, not late for returns. Much optimism is priced in, so upside depends on sustained pricing power rather than multiple expansion. Risk is cyclical reversal once capacity catches up. Bottom line: this is a durable but cyclical memory supercycle. Still i

yes it can

Is Micron the Next Nvidia? A Deep Comparative Analysis (2025) 1. What Made Nvidia Nvidia 1.1. The AI Revolution and Nvidia’s Dominance Over the past decade, Nvidia (NVDA) transformed from a graphics card maker into the primary engine of generative AI and large-scale data-center computing. Its GPUs (Graphics Processing Units), especially the H100 and Blackwell architectures, became the standard for training and running advanced AI models. This leadership delivered: • Explosive revenue growth — including data-center revenues that often exceed tens of billions per quarter • A dominant ecosystem (CUDA + hardware + software) • High profit margins thanks to pricing power and scaling demand Nvidia’s rise wasn’t just financial — it reshaped computing itself. Its chips are embedded in cloud platfor

From my point of view, Micron's $Micron Technology(MU)$   10% jump is less about a single earnings beat and more about the market re-rating the entire memory cycle. For a long time, memory was treated as a pure boom-bust commodity trade, but AI has changed the conversation. With data-center demand, HBM, and inference workloads driving tighter supply, investors are starting to price memory as a strategic component of AI infrastructure rather than a disposable input. That said, I don't think memory is a straight copy-paste of the Nvidia $NVIDIA(NVDA)$  story. Nvidia's "moment" came from owning the full stack—hardware, software, and e

$Micron Technology(MU)$   Major themes: Micron beat EPS & revenue expectations, provided strong guidance, and analysts have responded with multiple price-target raises and rating changes, especially on AI/HBM demand drivers. ⸻ 🧠 1. Current Consensus & Ratings Analyst Consensus • Consensus Rating: Buy • Consensus Price Target: ~$288 (with a wide range) • High Target: up to $500 • Low Target: around $150  Interpretation: Most analysts see upside potential from current trading levels, though targets vary widely due to differing assumptions about memory pricing and supply cycles. ⸻ 📈 2. Recent Upgrades & Bullish Calls 🔹 BofA Securities • Upgraded from Neutral to Buy • Raised target to $300 • Cited strong

$Micron Technology(MU)$   What Is Driving the Recent Move Micron’s latest earnings release exceeded Wall Street expectations on both revenue and adjusted EPS, and the company issued very strong guidance for the upcoming quarter. This performance was powered by record-high demand for memory products used in artificial intelligence infrastructure, especially high-bandwidth memory that supports advanced AI models. Analysts and market commentators are framing this as a potential “memory supercycle” driven by AI adoption in data centres and constrained supply.  Key points on this theme include: DRAM and HBM revenues expanded sharply, boosting both top line and margins.  Micron management projects memory shortages persisting beyond 202

Unsurprising results. Was it Sandisk that had great results too awhile back? Either way, the players who had good fundamentals and were in the market from the get go, would likely be able to properly cash in on the AI hype. Whether they will survive the bubble popping would be their long term planning and proper due diligence of who they are in business with.

$Micron Technology(MU)$  Have you bet on memory sector?: yes, I've been into this sector & am an firm believer of MU counter & its potential.  Is Micron's nvidia moment coming?: I think, like many analysts seem to echo, that MU's Nvidia like moment is now. However, I wish that we are only witnessing the trailer and the best is yet to come.

memory stocks are going boomz... but still this is cyclic. if there's a big correction can consider to enter.

🌟🌟🌟Micron $Micron Technology(MU)$ is the market's unexpected hero as its surge this week has flipped the script from gloom to glory.  Micron is the spark that turned bearish doubt into bullish conviction. Micron did not just beat expectations, it shattered them.  With Q1 26 revenue at USD 13.64 billion vs USD 12.83 billion expected & EPS of USD 4.78 vs USD 3.95 forecasted, Micron proved that it is not just riding the AI wave.  It is steering it.  Its Q2 guidance of USD 18.7 billion far exceeded expectations, and sent shockwaves through Wall Street, igniting fresh optimism. Micron did not just deliver earnings, it delivered momentum, meaning and market magic.  In a week where doubt lingered, Micron became the standout p

never too late

1. Is this the nvidia moment for micron: micron is benefiting strongly from artificial intelligence workloads which benefit from large fast memory. This is an opportunity for micron to capitalise on greater memory demand 2.current forecasts for memory demand indicate tight supply for first half of 2026. While it is possible that this could continue throughout 2026 and into 2027. 3 this supply demand imbalance is due to orders for memory for new data centres which are planned for deployment over 2026 and 2027. Further data centre demand is critical to future performance of $Micron Technology(MU)$

Micron is rising on strong earnings ease some fear on AI stocks. Not going to bet on "Nvidia moment".

From my perspective, $Micron Technology(MU)$ earnings don’t just beat expectations — they push back against the “AI bubble” narrative. What stands out is earnings quality: cash flow above net income, margins far ahead of expectations, and forward EPS nearly tripling. Is this Micron’s “Nvidia moment”? Not a perfect parallel, but the comparison is increasingly valid. Nvidia re-rated when AI demand proved structural, and Micron may be nearing a similar point. Management’s comments about meeting only 50–66% of demand and locking in non-cancelable 2026 orders signal real scarcity and pricing power. That said, it’s not risk-free or clearly “too late.” Valuations have moved, but earnings expectations may still be conservative if supply remains tight. For

Very recent development shows that SK Hynix pulled ahead their HBM4 schedule and is ready for Nvidia’s Rubin GPU, continues its leadership in the market with more than 50%. Samsung is following up very quickly on HBM4 as well leveraging their memory/logic foundry integration (HBM4 bottom die uses logic processing), expected to increase its market share to over 30%. This squeeze MU to 3rd place with market share expected to shrink to less than 10%. CEO tried to clarify their HBM4 delay rumors and use of their internal fab as a temporary solution to the base logic die. Reading between the lines, it confirms their lag behind the competition. More importantly, they dont have enough volume. Given AVGO got crashed by the Wall Street even as an absolute leader in AI ASIC, interconnect switches, a

$S&P 500(.SPX)$ opened higher on Micron’s explosive earnings report, but quickly gave back some gains, as investors remain cautious ahead of the Bank of Japan’s rate decision on Friday. $Micron Technology(MU)$ itself jumped as much as 16% at the open before settling around +13%. Regardless, Micron was clearly the standout performer of the session.Micron delivered a clean beat: revenue, profits, cash flow, and profitability all exceeded expectations.EPS: $4.78; Revenue: $13.64B, up 57% year-over-year. Q2 outlook: EPS: $8.42; Revenue: $18.7B — record highsGrowth driven by AI-led demand for memory and storageNet income came in at $5.48B, up 58% quarter-over-quarter and 135% year-over-year.Gross margin surg

$Micron Technology(MU)$  Here is a considered, structured perspective on Micron’s strength, memory sector positioning, and the broader semiconductor landscape: --- 1. Micron’s Outperformance in Context Micron’s recent earnings beat and strong guidance reflect a favourable combination of supply discipline and robust end-market demand, especially in AI-related infrastructure. Tight supply in memory naturally supports pricing and margin stability, which in turn fuels share performance. The market reaction shows confidence in the current cycle, but elevated expectations can also compress future upside if results normalise even modestly. Key points to watch for Micron over the next few quarters: Sustainability of product pricing in DRAM and NAND, In

Forget the Sell-Off: Micron Proves the AI Feast Is Just Beginning $Micron Technology(MU)$  , the US memory hegemon, the world's third largest DRAM maker, and fourth largest NAND manufacturer, released its FY2026 Q1 earnings after the bell. Although the market reaction to $Oracle(ORCL)$   and $Broadcom(AVGO)$   was poor last week, Micron handed in a report and guidance that far exceeded market expectations. Three Things to Watch Management Raises 2028 HBM Market Forecast, Hitting the $100 Billion Mark Two Years Early Since HBM is often bundled with A

$Micron Technology(MU)$  To the moon

Charts in FocusTech / Mag 7 Rotation Out, Small Caps Rotation In$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ clearly benefited from the pullback in the NASDAQ 100.Trading Themes for the Week from Direxion 1. $Direxion Daily MU Bull 2X Shares(MUU)$Assets under management are once again approaching USD 400 million.MU shares have risen after HSBC initiated coverage with a Buy rating, calling it a “key beneficiary of an extended supercycle.”Post-earnings volatility expected around ±8.3% following Wednesday’s report.2. $Direxion Daily AVGO Bull 2X Shares(AVL)$ / $Direxion Daily AVGO Bear 1X Shares(AVS)$Broadcom’s post

Is it Micron’s “Nvidia moment”? Not quite. Nvidia benefitted from platform dominance and software lock-in. Micron and peers are riding a structural upcycle driven by AI servers needing far more DRAM and HBM per rack. The gains are broad across the memory sector rather than company-specific. How long can the imbalance last? Likely 2 to 3 years. HBM capacity is tight, capex remains disciplined after prior busts, and AI demand keeps rising. Supply will expand, but not fast enough to quickly normalise pricing. Is it too late? Late for easy upside, not late for returns. Much optimism is priced in, so upside depends on sustained pricing power rather than multiple expansion. Risk is cyclical reversal once capacity catches up. Bottom line: this is a durable but cyclical memory supercycle. Still i

Is Micron the Next Nvidia? A Deep Comparative Analysis (2025) 1. What Made Nvidia Nvidia 1.1. The AI Revolution and Nvidia’s Dominance Over the past decade, Nvidia (NVDA) transformed from a graphics card maker into the primary engine of generative AI and large-scale data-center computing. Its GPUs (Graphics Processing Units), especially the H100 and Blackwell architectures, became the standard for training and running advanced AI models. This leadership delivered: • Explosive revenue growth — including data-center revenues that often exceed tens of billions per quarter • A dominant ecosystem (CUDA + hardware + software) • High profit margins thanks to pricing power and scaling demand Nvidia’s rise wasn’t just financial — it reshaped computing itself. Its chips are embedded in cloud platfor

$Micron Technology(MU)$   What Is Driving the Recent Move Micron’s latest earnings release exceeded Wall Street expectations on both revenue and adjusted EPS, and the company issued very strong guidance for the upcoming quarter. This performance was powered by record-high demand for memory products used in artificial intelligence infrastructure, especially high-bandwidth memory that supports advanced AI models. Analysts and market commentators are framing this as a potential “memory supercycle” driven by AI adoption in data centres and constrained supply.  Key points on this theme include: DRAM and HBM revenues expanded sharply, boosting both top line and margins.  Micron management projects memory shortages persisting beyond 202

From my point of view, Micron's $Micron Technology(MU)$   10% jump is less about a single earnings beat and more about the market re-rating the entire memory cycle. For a long time, memory was treated as a pure boom-bust commodity trade, but AI has changed the conversation. With data-center demand, HBM, and inference workloads driving tighter supply, investors are starting to price memory as a strategic component of AI infrastructure rather than a disposable input. That said, I don't think memory is a straight copy-paste of the Nvidia $NVIDIA(NVDA)$  story. Nvidia's "moment" came from owning the full stack—hardware, software, and e

Forget the Sell-Off: Micron Proves the AI Feast Is Just Beginning $Micron Technology(MU)$  , the US memory hegemon, the world's third largest DRAM maker, and fourth largest NAND manufacturer, released its FY2026 Q1 earnings after the bell. Although the market reaction to $Oracle(ORCL)$   and $Broadcom(AVGO)$   was poor last week, Micron handed in a report and guidance that far exceeded market expectations. Three Things to Watch Management Raises 2028 HBM Market Forecast, Hitting the $100 Billion Mark Two Years Early Since HBM is often bundled with A

$Micron Technology(MU)$  Here is a considered, structured perspective on Micron’s strength, memory sector positioning, and the broader semiconductor landscape: --- 1. Micron’s Outperformance in Context Micron’s recent earnings beat and strong guidance reflect a favourable combination of supply discipline and robust end-market demand, especially in AI-related infrastructure. Tight supply in memory naturally supports pricing and margin stability, which in turn fuels share performance. The market reaction shows confidence in the current cycle, but elevated expectations can also compress future upside if results normalise even modestly. Key points to watch for Micron over the next few quarters: Sustainability of product pricing in DRAM and NAND, In

$Micron Technology(MU)$   Major themes: Micron beat EPS & revenue expectations, provided strong guidance, and analysts have responded with multiple price-target raises and rating changes, especially on AI/HBM demand drivers. ⸻ 🧠 1. Current Consensus & Ratings Analyst Consensus • Consensus Rating: Buy • Consensus Price Target: ~$288 (with a wide range) • High Target: up to $500 • Low Target: around $150  Interpretation: Most analysts see upside potential from current trading levels, though targets vary widely due to differing assumptions about memory pricing and supply cycles. ⸻ 📈 2. Recent Upgrades & Bullish Calls 🔹 BofA Securities • Upgraded from Neutral to Buy • Raised target to $300 • Cited strong

$S&P 500(.SPX)$ opened higher on Micron’s explosive earnings report, but quickly gave back some gains, as investors remain cautious ahead of the Bank of Japan’s rate decision on Friday. $Micron Technology(MU)$ itself jumped as much as 16% at the open before settling around +13%. Regardless, Micron was clearly the standout performer of the session.Micron delivered a clean beat: revenue, profits, cash flow, and profitability all exceeded expectations.EPS: $4.78; Revenue: $13.64B, up 57% year-over-year. Q2 outlook: EPS: $8.42; Revenue: $18.7B — record highsGrowth driven by AI-led demand for memory and storageNet income came in at $5.48B, up 58% quarter-over-quarter and 135% year-over-year.Gross margin surg

Charts in FocusTech / Mag 7 Rotation Out, Small Caps Rotation In$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ clearly benefited from the pullback in the NASDAQ 100.Trading Themes for the Week from Direxion 1. $Direxion Daily MU Bull 2X Shares(MUU)$Assets under management are once again approaching USD 400 million.MU shares have risen after HSBC initiated coverage with a Buy rating, calling it a “key beneficiary of an extended supercycle.”Post-earnings volatility expected around ±8.3% following Wednesday’s report.2. $Direxion Daily AVGO Bull 2X Shares(AVL)$ / $Direxion Daily AVGO Bear 1X Shares(AVS)$Broadcom’s post

$Micron Technology (MU) $The new quarterly financial report will be released on December 17, 2025 (after the U.S. stock market closes). The market pays attention to the pricing and supply and demand environment of HBM and DDR5 driven by AI, as well as the continuity of memory demand from data centers and smart terminals.Market ForecastConsensus estimates show that Micron Technology's total revenue for the quarter is expected to be $12.709 billion, a year-on-year increase of 45.90%; Adjusted earnings per share are expected to be $3.86, a year-over-year increase of 122.52%; EBIT is expected to be US $5.068 billion, a year-on-year increase of 117.68%. The company gave optimistic guidance for this quarter in the last quarter's earnings conference call, foc

🌟🌟🌟Micron $Micron Technology(MU)$ is the market's unexpected hero as its surge this week has flipped the script from gloom to glory.  Micron is the spark that turned bearish doubt into bullish conviction. Micron did not just beat expectations, it shattered them.  With Q1 26 revenue at USD 13.64 billion vs USD 12.83 billion expected & EPS of USD 4.78 vs USD 3.95 forecasted, Micron proved that it is not just riding the AI wave.  It is steering it.  Its Q2 guidance of USD 18.7 billion far exceeded expectations, and sent shockwaves through Wall Street, igniting fresh optimism. Micron did not just deliver earnings, it delivered momentum, meaning and market magic.  In a week where doubt lingered, Micron became the standout p

From my perspective, $Micron Technology(MU)$ earnings don’t just beat expectations — they push back against the “AI bubble” narrative. What stands out is earnings quality: cash flow above net income, margins far ahead of expectations, and forward EPS nearly tripling. Is this Micron’s “Nvidia moment”? Not a perfect parallel, but the comparison is increasingly valid. Nvidia re-rated when AI demand proved structural, and Micron may be nearing a similar point. Management’s comments about meeting only 50–66% of demand and locking in non-cancelable 2026 orders signal real scarcity and pricing power. That said, it’s not risk-free or clearly “too late.” Valuations have moved, but earnings expectations may still be conservative if supply remains tight. For

yes it can

Unsurprising results. Was it Sandisk that had great results too awhile back? Either way, the players who had good fundamentals and were in the market from the get go, would likely be able to properly cash in on the AI hype. Whether they will survive the bubble popping would be their long term planning and proper due diligence of who they are in business with.

Very recent development shows that SK Hynix pulled ahead their HBM4 schedule and is ready for Nvidia’s Rubin GPU, continues its leadership in the market with more than 50%. Samsung is following up very quickly on HBM4 as well leveraging their memory/logic foundry integration (HBM4 bottom die uses logic processing), expected to increase its market share to over 30%. This squeeze MU to 3rd place with market share expected to shrink to less than 10%. CEO tried to clarify their HBM4 delay rumors and use of their internal fab as a temporary solution to the base logic die. Reading between the lines, it confirms their lag behind the competition. More importantly, they dont have enough volume. Given AVGO got crashed by the Wall Street even as an absolute leader in AI ASIC, interconnect switches, a

$Micron Technology(MU)$  Have you bet on memory sector?: yes, I've been into this sector & am an firm believer of MU counter & its potential.  Is Micron's nvidia moment coming?: I think, like many analysts seem to echo, that MU's Nvidia like moment is now. However, I wish that we are only witnessing the trailer and the best is yet to come.

1. Is this the nvidia moment for micron: micron is benefiting strongly from artificial intelligence workloads which benefit from large fast memory. This is an opportunity for micron to capitalise on greater memory demand 2.current forecasts for memory demand indicate tight supply for first half of 2026. While it is possible that this could continue throughout 2026 and into 2027. 3 this supply demand imbalance is due to orders for memory for new data centres which are planned for deployment over 2026 and 2027. Further data centre demand is critical to future performance of $Micron Technology(MU)$

memory stocks are going boomz... but still this is cyclic. if there's a big correction can consider to enter.

never too late

Micron is rising on strong earnings ease some fear on AI stocks. Not going to bet on "Nvidia moment".