To The Moon

Sorry term noises, stay focus on long term

Very bullish on Micron stock more upside 

"I’m still computing." Short-term volatility doesn’t change the long-term AI thesis. $Micron Solutions, Inc.(MICR)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Memory stocks have been one of the biggest beneficiaries of the AI infrastructure buildout, so a pullback after strong gains is not surprising. The market often tests conviction when expectations become extremely high. The key question isn’t whether demand has peaked — it’s whether AI adoption is still accelerating. As data centres, advanced computing, and AI models continue to scale, memory remains a critical piece of the foundation. A healthy market doesn’t move in a straight line. Sometimes the strongest companies face the biggest short-term correct

Serious breach already 

$Micron Technology(MU)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. I personally think MU and its counterparts are due for a correction. Overall I am still bullish on the tech sector. But on the short to medium term I think there will be a shift of funds back into defensive sectors such as commodities and healthcare.  @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

$Micron Technology(MU)$   Summary Micron Technology, Inc. delivered a record-breaking quarter with Q3 FY26 revenue of $41.5B, up 346% YoY, and non-GAAP gross margin surging to 84.9%. MU's growth is powered by AI data center demand and transformative long-term take-or-pay contracts, securing ~50% of revenue and reducing cyclicality. Management guides for $50B revenue next quarter and $30B in free cash flow for Q4 FY26, fully funding aggressive CapEx from operational cash generation. I estimate MU's EPS at $114 in 12 months, supporting a $1,725/share price target by July 2027 at 15x P/E, with upside potential if growth outperforms.

The intraday price action you observed in $Micron Technology(MU)$ —dropping 5.5% on a headline before bouncing back in after-hours—is a classic case of headline risk clashing with structural fundamentals. To evaluate whether the memory supercycle is truly intact, or if you should look for entry signals elsewhere, it helps to break this down into three core elements: the nature of the lawsuit, the metrics to watch, and what peers like SK Hynix are telling us. The Lawsuit Drop & Rebound: Noise vs. Signal The sudden 5.5% drop was triggered by a class-action antitrust lawsuit filed in late June 2026 against the "Memory Trio" (Micron, $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung, and

"I’m still computing." Short-term volatility doesn’t change the long-term AI thesis. $Micron Solutions, Inc.(MICR)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Memory stocks have been one of the biggest beneficiaries of the AI infrastructure buildout, so a pullback after strong gains is not surprising. The market often tests conviction when expectations become extremely high. The key question isn’t whether demand has peaked — it’s whether AI adoption is still accelerating. As data centres, advanced computing, and AI models continue to scale, memory remains a critical piece of the foundation. A healthy market doesn’t move in a straight line. Sometimes the strongest companies face the biggest short-term correct

Sorry term noises, stay focus on long term

The intraday price action you observed in $Micron Technology(MU)$ —dropping 5.5% on a headline before bouncing back in after-hours—is a classic case of headline risk clashing with structural fundamentals. To evaluate whether the memory supercycle is truly intact, or if you should look for entry signals elsewhere, it helps to break this down into three core elements: the nature of the lawsuit, the metrics to watch, and what peers like SK Hynix are telling us. The Lawsuit Drop & Rebound: Noise vs. Signal The sudden 5.5% drop was triggered by a class-action antitrust lawsuit filed in late June 2026 against the "Memory Trio" (Micron, $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung, and

Very bullish on Micron stock more upside 

Serious breach already 

$Micron Technology(MU)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. I personally think MU and its counterparts are due for a correction. Overall I am still bullish on the tech sector. But on the short to medium term I think there will be a shift of funds back into defensive sectors such as commodities and healthcare.  @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.

$Micron Technology(MU)$   Summary Micron Technology, Inc. delivered a record-breaking quarter with Q3 FY26 revenue of $41.5B, up 346% YoY, and non-GAAP gross margin surging to 84.9%. MU's growth is powered by AI data center demand and transformative long-term take-or-pay contracts, securing ~50% of revenue and reducing cyclicality. Management guides for $50B revenue next quarter and $30B in free cash flow for Q4 FY26, fully funding aggressive CapEx from operational cash generation. I estimate MU's EPS at $114 in 12 months, supporting a $1,725/share price target by July 2027 at 15x P/E, with upside potential if growth outperforms.