$Micron Technology(MU)$ Micron

2025-12-23

$Micron Technology(MU)$ Micron is not the next Nvidia. While both companies benefit from the growth of artificial intelligence, Nvidia represents a structurally advantaged platform business, whereas Micron remains a cyclical supplier of a critical but competitive component. Micron’s strength lies in timing and cycle management, not in replicating Nvidia’s dominance. Investors should therefore view Micron as a complementary AI investment rather than a successor to Nvidia’s exceptional growth story.

Micron, SNDK +10%! Morgan Stanley $450 Target Easy to Hit?

Micron (MU) and SNDK both surged over 10%, defying broader market volatility as capital rotated back into the AI infrastructure trade. Morgan Stanley lifted Micron’s price target from $350 to $450, reiterating an Overweight rating, citing accelerating HBM4 capacity ramp as a key catalyst. SNDK’s rally reflects sustained momentum in storage and data demand, reinforcing the AI data center buildout narrative.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Juliaaa11
2025-12-23
Juliaaa11
Spot on analysis. MU's cyclicality makes it more of a tactical trade than NVDA's strategic play [吃瓜]

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":513705921597616,"tweetId":"513705921597616","gmtCreate":1766446777936,"gmtModify":1766461241900,"author":{"id":4134022564552722,"idStr":"4134022564552722","authorId":4134022564552722,"authorIdStr":"4134022564552722","name":"Anthony CY Tan","avatar":"https://community-static.tradeup.com/news/4452a602cac8709197acb2d3e986bd09","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.15","exceedPercentage":"93.25%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":415,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":364,"starInvestorOrderShareNum":120,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":272.98,"showRor":true,"investmentPhilosophy":"‘To Be Fearful When Others Are Greedy And To Be Greedy Only When Others Are Fearful’ - Warren Buffet","winRationPercentage":59.836066,"tradeVolumeEst":0},"themes":[{"themeId":"20354c1a80c442aaa81df59e8ec3408e","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Micron, SNDK +10%! Morgan Stanley $450 Target Easy to Hit?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20354c1a80c442aaa81df59e8ec3408e}&rnconfig={\"headerBarHidden\": true}","description":"Micron (MU) and SNDK both surged over 10%, defying broader market volatility as capital rotated back into the AI infrastructure trade. Morgan Stanley lifted Micron’s price target from $350 to $450, reiterating an Overweight rating, citing accelerating HBM4 capacity ramp as a key catalyst.\nSNDK’s rally reflects sustained momentum in storage and data demand, reinforcing the AI data center buildout narrative.","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> Micron is not the next Nvidia. While both companies benefit from the growth of artificial intelligence, Nvidia represents a structurally advantaged platform business, whereas Micron remains a cyclical supplier of a critical but competitive component. Micron’s strength lies in timing and cycle management, not in replicating Nvidia’s dominance. Investors should therefore view Micron as a complementary AI investment rather than a successor to Nvidia’s exceptional growth story.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> Micron is not the next Nvidia. While both companies benefit from the growth of artificial intelligence, Nvidia represents a structurally advantaged platform business, whereas Micron remains a cyclical supplier of a critical but competitive component. Micron’s strength lies in timing and cycle management, not in replicating Nvidia’s dominance. Investors should therefore view Micron as a complementary AI investment rather than a successor to Nvidia’s exceptional growth story.</body></html>","text":"$Micron Technology(MU)$ Micron is not the next Nvidia. While both companies benefit from the growth of artificial intelligence, Nvidia represents a structurally advantaged platform business, whereas Micron remains a cyclical supplier of a critical but competitive component. Micron’s strength lies in timing and cycle management, not in replicating Nvidia’s dominance. Investors should therefore view Micron as a complementary AI investment rather than a successor to Nvidia’s exceptional growth story.","highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":1,"repostSize":45,"favoriteSize":0,"link":"https://ttm.financial/post/513705921597616","repostId":0,"isVote":1,"tweetType":1,"viewCount":2700,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":434,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":513766436024832,"commentId":"513766436024832","gmtCreate":1766461648494,"gmtModify":1766500995935,"authorId":9000000000000527,"author":{"id":9000000000000527,"idStr":"9000000000000527","authorId":9000000000000527,"name":"Juliaaa11","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":513705921597616,"objectIdStr":"513705921597616","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Spot on analysis. MU's cyclicality makes it more of a tactical trade than NVDA's strategic play [吃瓜]","text":"Spot on analysis. MU's cyclicality makes it more of a tactical trade than NVDA's strategic play [吃瓜]","html":"Spot on analysis. MU's cyclicality makes it more of a tactical trade than NVDA's strategic play [吃瓜]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/513705921597616"}