来财1996
05-06

Short answer: yes, MU can reach 1000 — but it’s not a straight-line move.

For long term, MU at 1000 is reasonable if AI trend sustains(1-2years)

But memory is historically cyclical if supply catch up demand or AI trend gets questioned again. Memory stock will be the first one to go down! Risky move

Micron Joins Trln-Dollar Club! Goldman's Top AI Winner, Do You Agree?
Micron surged 3.6% to $928, with Goldman Sachs naming it among the biggest AI winners today. SK Hynix and Micron jointly entered the trillion-dollar market cap club, driven by tight HBM supply and accelerating data center capex. The Roundhill Memory ETF (DRAM) gained just 0.36% on the same day, signaling capital concentration in market leaders. Can SK Hynix's capacity expansion compress Micron's premium in H2, or is HBM demand large enough for both — and would you buy the DRAM ETF?
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