I think storage pricing momentum is expected to carry the stock through the first half of 2026, but significant concerns regarding demand destruction may emerged for the latter half of the year.
Further the present surge is driven by a "strategic reallocation" of manufacturing capacity toward high-margin AI components like High Bandwidth Memory (HBM), which is starving the supply of conventional DRAM and NAND for PCs and smartphones. This could boomerang too. But general consensus is that $Micron Technology(MU)$ could touch $500 in 2026. So, keeping fingers crossed & a prayer on the lips.
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[Miser] [Miser]
很棒的文章，你愿意分享吗？
Great info