$Micron Technology(MU)$ I have to laugh. The shorts are still around? We exploded to near $1090 yesterday. How long do they really think they can hold this down? One day, two days, three days? Get ready for $1100 after that, and then a slew of analyst price targets will need to be rerated again. Enjoy that glimmer of hope in the meantime.

It is not over bought and not over priced. $Micron Technology(MU)$  stated that forward EPS 8.42 multiplied by 4 equals 33.68, then multiplied by PE 15 gives 505.20. This seems a fair valuation. What do you think?

$Micron Technology(MU)$ Just thinking out loud here — if Micron is moving this much because NVIDIA reported good numbers, imagine what could happen next month if Micron absolutely crushes its own earnings.

$SanDisk Corp.(SNDK)$  is at 450 and $Micron Technology(MU)$  is at 340 when $Micron Technology(MU)$  reports higher earnings. Undervalued by 35%, worth about 550!

I do not get mad because of market fluctuation, but I feel bad when $SanDisk Corp.(SNDK)$  is a jumper while $Micron Technology(MU)$  is just like a laggard.

$Micron Technology(MU)$ I think MU just needs to hold on until NVDA's earnings, and with their buyback in play, it could be headed towards $1000.

$Micron Technology(MU)$  Anyone caught Jensen's interview 48 hours back? Dude was spitting fire about HBM integration, talking full-stack chip redesign to shift vanilla computing into AI territory.

$Micron Technology(MU)$  Market makers can’t wait to buy the shares that paper-handed retail investors are going to sell. Consider this, market makers profit by inversing the obvious strategy. If it were that easy to make money by following what’s obvious, then everyone would be rich, laugh out loud.

$Micron Technology(MU)$ If MU doubles, its 12-month forward PE would only be 15.2 with a PEG of 0.52. Let that sink in. A double from there, which would be 4x from today's price, would still only give it a PE of 30.4 and a PEG right at 1.04. That's a very fair valuation for any AI stock, even at four times the current price. Try to find a decent AI stock with a 30 forward PE and a PEG at 1.0—you can't. That's likely why the smart money is moving into MU now. Do your own research and check these metrics for NVDA, INTC, or any other company you follow. The current “discount” to fair value seems tied to the perceived cyclicality of chip stocks. I'm not convinced that holds true anymore.

$Broadcom(AVGO)$ 's semiconductor revenue just doubled annually, while $Micron Technology(MU)$  is poised to capture 30% market share with its energy-efficient HBM4. Similar performance can be expected from other industry leaders.