To The Moon

$Micron Technology(MU)$ This should already be at 600. The numbers are incredible. Even at year-end profits, a 10x P/E gets you near one thousand.

$Micron Technology(MU)$ The MU valuation paradox: why a 30x P/E is inevitable. Analysts seem stuck in the old “commodity cycle” mindset. By 2026, Micron (MU) has officially become the strategic fuel for the AI era. 1. Infrastructure, Not Commodity: Exiting the consumer market (Crucial) and achieving 80%+ margins on HBM4 makes MU a high-tech utility. Its 2026/2027 production is already sold out. 2. The 10-Year Moat: Long-term infrastructure deals with Nvidia and the Terafab alliance (Intel/Tesla/SpaceX) shift MU from “spot pricing” to guaranteed, “SaaS-like” revenue. 3. The Intel “Win-Win”: Utilizing Intel’s 18A fabs for HBM logic layers stabilizes supply and removes capital risk. The bottom line: the market rewards assemblers (JBL/CLS) with hig

$Micron Technology(MU)$  SNDK and WDC are green, MU is red because MU is a highly rated chip stock; someone wants more of our shares. It will eventually move towards $500 and catch up to SNDK.

$Micron Technology(MU)$ A microchip contains 30 to 40 billion transistors. Laser photolithography minimizes the size to 5x5mm, with the top modern process taking 3 to 6 months per production cycle. So, MU is a great chip maker company, and technology is probably surging, with demand for key elements hitting... within half a year soon.

$Micron Technology(MU)$  I'm seeing projections that Micron (MU) is on track to generate $133B in operating income for fiscal 2027, which would put it ahead of Amazon at $121.9B and Meta at $102.6B. The driver is AI-powered data center demand, with a compound annual growth rate of 312% from 2024 to 2027.

$Micron Technology(MU)$ I'm grateful to live in the US and have the chance to sit in my chair and invest in some of the best, smartest, most professional, well-run, leading-edge companies in the world.

$Micron Technology(MU)$  This week, the greatest milestone in world history, led by the greatest leader in history, will finish up, and by June 1, oil will hit $60 per barrel.

$Micron Technology(MU)$  We’re stuck in this resistance zone and need a clean break above 462.50 before it can really get going.

$Micron Technology(MU)$ TSMC is set to post a 50% quarterly profit jump and extend record earnings, driven by insatiable AI demand.

$Micron Technology(MU)$  UBS just delivered another big upgrade, targeting $530.