To The Moon

$Micron Technology(MU)$ Micron just powered through a tough market day with a solid 3% gain, leaving the indexes in the dust. 📈 As we wrap up 2025, this memory giant has tripled its stock value, hitting an all-time high near $294 – talk about a blockbuster year! Nomura analysts are calling for the memory supercycle to roar on through 2027, fueled by massive demand from AI servers and enterprise SSDs that nobody saw coming this strong. 😲 Picture this: supply can't keep up, with no major capacity boosts until 2028. That tight squeeze is set to rocket DRAM prices sky-high, turning the supply-demand imbalance into pure profit gold for players like Micron. Analysts point out the company is feeling the heat from its own AI triumphs, yet its valuation rema

$Micron Technology(MU)$   🚀 The "Supercycle" Awakens: Why Micron’s Rally might be the Real Deal (Not a Head Fake) Micron Technology(MU) just flashed a massive signal. While the broader market chopped sideways yesterday, Micron ripped +3% higher. Why does this matter? Because in trading, relative strength is the ultimate truth-teller. When a stock ignores general market weakness to push higher, institutions are usually buying. Nomura just dropped a bombshell note predicting the memory "supercycle" will extend through 2027. Most traders are playing for next quarter; Nomura says we have three years of runway. Is this the golden setup, or a classic cyclical trap? Let’s look under the hood. 🔍 1️⃣ The "Supply Starvation" Thesis (The Alpha is Her

Micron's $Micron Technology(MU)$  rally doesn't surprise me, especially given how selectively the market is rewarding names with real AI-linked pricing power. A 3% move against a weak broader tape tells me flows are rotating toward parts of the AI value chain that are still under-owned. Memory has lagged compute for a long time, so when expectations start to shift, the re-rating can happen faster than people expect. I don't think it's "too late," but I also don't see this as a chase. If Nomura is right about the memory supercycle extending into 2027, then this is more about staying power than perfect entry timing. The key point for me is supply discipline: with no meaningful capacity additions before 2028, even mo

🚀🚀🚀 $Micron Technology(MU)$ is definitely flying high! Its customers include almost all the big hats in AI. The tight supply environment is its only restriction. Thanks @Tiger_comments @TigerStars @Tiger_SG @1PC @icycrystal

Micron’s "Software-Like" Margins: Is the Notorious Memory Cycle Finally Dead? Micron ($MU) just dropped a report that didn’t just beat estimates—it arguably changed the entire investment thesis for the memory sector. If you are only looking at the doubled revenue or the EPS beat, you are merely looking at the scoreboard while missing the actual game change. The price action confirms the hype, but the real alpha lies in two specific signals that suggest the terrifying "Boom-Bust" memory cycle might finally be over. Here is why this time actually looks different. 1️⃣ The Death of the "Cycle Curse" (The New LTA Model) We all know the old memory script: Demand gets hot, companies spend billions to build fabs, supply floods the market, and prices crash. It’s the sword of Damocles hanging over e

🌟🌟🌟For those investors who already own $Micron Technology(MU)$ and remain bullish on its long term prospects due to AI demand and tight supply conditions, a great options strategy is a Covered Call.  This options strategy can help to generate income, mitigate risk and potentially lower your cost basis. How it works:  You own the stock and simultaneously sell a Call Option in those same shares with a strike price above the current market price and an expiration date in the future. The benefit of this options strategy:  You collect premium upfront.  This will increase your overall return or provides a small buffer against a slight stock price decline. The risk is that if Micron continues its rocket ship run past your strike price

Recently,$Micron Technology (MU) $The stock price performed strongly, continuously hitting new historical highs. As of December 24, 2025, it closed at US $276.27, and once hit US $281.86 during the session. The cumulative increase in three days exceeded 22%, and the trading volume was also significantly enlarged, indicating that the market heat remains high. In terms of fundamentals, the company's profitability has steadily improved, with TTM earnings per share reaching US $10.54, a P/E of 26.21 times, higher than the industry average; The price-to-sales ratio is 7.35 x, indicating that investors are highly recognized for its revenue growth prospects. Management's performance guidance is optimistic. It is expected that the median revenue in the next fi

$Micron Technology(MU)$   Micron going up 2026

$Micron Technology(MU)$  I believe there is more than enough demand in the market to sustain multiple big players to achieve significant growth, whether the demand is sustainable, meaningful and continuous would be another matter. I still hold the stance that the AI bubble is real and will eventually pop, when that happens, these companies will go under if they did not plan their exit strategy well. If they only have this AI frenzy as their long term plan, then they should really go down with the ship for their competitors who have a healthy and realistic view to takeover. I am happy to cash in on the short to medium term profits to avoid any huge consequences from the bubble bursting. I remain convinced that some comp

$Micron Technology(MU)$  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.

Is it Micron’s “Nvidia moment”? Not quite. Nvidia benefitted from platform dominance and software lock-in. Micron and peers are riding a structural upcycle driven by AI servers needing far more DRAM and HBM per rack. The gains are broad across the memory sector rather than company-specific. How long can the imbalance last? Likely 2 to 3 years. HBM capacity is tight, capex remains disciplined after prior busts, and AI demand keeps rising. Supply will expand, but not fast enough to quickly normalise pricing. Is it too late? Late for easy upside, not late for returns. Much optimism is priced in, so upside depends on sustained pricing power rather than multiple expansion. Risk is cyclical reversal once capacity catches up. Bottom line: this is a durable but cyclical memory supercycle. Still i

yes it can

Is Micron the Next Nvidia? A Deep Comparative Analysis (2025) 1. What Made Nvidia Nvidia 1.1. The AI Revolution and Nvidia’s Dominance Over the past decade, Nvidia (NVDA) transformed from a graphics card maker into the primary engine of generative AI and large-scale data-center computing. Its GPUs (Graphics Processing Units), especially the H100 and Blackwell architectures, became the standard for training and running advanced AI models. This leadership delivered: • Explosive revenue growth — including data-center revenues that often exceed tens of billions per quarter • A dominant ecosystem (CUDA + hardware + software) • High profit margins thanks to pricing power and scaling demand Nvidia’s rise wasn’t just financial — it reshaped computing itself. Its chips are embedded in cloud platfor

From my point of view, Micron's $Micron Technology(MU)$   10% jump is less about a single earnings beat and more about the market re-rating the entire memory cycle. For a long time, memory was treated as a pure boom-bust commodity trade, but AI has changed the conversation. With data-center demand, HBM, and inference workloads driving tighter supply, investors are starting to price memory as a strategic component of AI infrastructure rather than a disposable input. That said, I don't think memory is a straight copy-paste of the Nvidia $NVIDIA(NVDA)$  story. Nvidia's "moment" came from owning the full stack—hardware, software, and e

$Micron Technology(MU)$   Major themes: Micron beat EPS & revenue expectations, provided strong guidance, and analysts have responded with multiple price-target raises and rating changes, especially on AI/HBM demand drivers. ⸻ 🧠 1. Current Consensus & Ratings Analyst Consensus • Consensus Rating: Buy • Consensus Price Target: ~$288 (with a wide range) • High Target: up to $500 • Low Target: around $150  Interpretation: Most analysts see upside potential from current trading levels, though targets vary widely due to differing assumptions about memory pricing and supply cycles. ⸻ 📈 2. Recent Upgrades & Bullish Calls 🔹 BofA Securities • Upgraded from Neutral to Buy • Raised target to $300 • Cited strong

$Micron Technology(MU)$   What Is Driving the Recent Move Micron’s latest earnings release exceeded Wall Street expectations on both revenue and adjusted EPS, and the company issued very strong guidance for the upcoming quarter. This performance was powered by record-high demand for memory products used in artificial intelligence infrastructure, especially high-bandwidth memory that supports advanced AI models. Analysts and market commentators are framing this as a potential “memory supercycle” driven by AI adoption in data centres and constrained supply.  Key points on this theme include: DRAM and HBM revenues expanded sharply, boosting both top line and margins.  Micron management projects memory shortages persisting beyond 202

Unsurprising results. Was it Sandisk that had great results too awhile back? Either way, the players who had good fundamentals and were in the market from the get go, would likely be able to properly cash in on the AI hype. Whether they will survive the bubble popping would be their long term planning and proper due diligence of who they are in business with.

$Micron Technology(MU)$  Have you bet on memory sector?: yes, I've been into this sector & am an firm believer of MU counter & its potential.  Is Micron's nvidia moment coming?: I think, like many analysts seem to echo, that MU's Nvidia like moment is now. However, I wish that we are only witnessing the trailer and the best is yet to come.

memory stocks are going boomz... but still this is cyclic. if there's a big correction can consider to enter.

🌟🌟🌟Micron $Micron Technology(MU)$ is the market's unexpected hero as its surge this week has flipped the script from gloom to glory.  Micron is the spark that turned bearish doubt into bullish conviction. Micron did not just beat expectations, it shattered them.  With Q1 26 revenue at USD 13.64 billion vs USD 12.83 billion expected & EPS of USD 4.78 vs USD 3.95 forecasted, Micron proved that it is not just riding the AI wave.  It is steering it.  Its Q2 guidance of USD 18.7 billion far exceeded expectations, and sent shockwaves through Wall Street, igniting fresh optimism. Micron did not just deliver earnings, it delivered momentum, meaning and market magic.  In a week where doubt lingered, Micron became the standout p

$Micron Technology(MU)$   🚀 The "Supercycle" Awakens: Why Micron’s Rally might be the Real Deal (Not a Head Fake) Micron Technology(MU) just flashed a massive signal. While the broader market chopped sideways yesterday, Micron ripped +3% higher. Why does this matter? Because in trading, relative strength is the ultimate truth-teller. When a stock ignores general market weakness to push higher, institutions are usually buying. Nomura just dropped a bombshell note predicting the memory "supercycle" will extend through 2027. Most traders are playing for next quarter; Nomura says we have three years of runway. Is this the golden setup, or a classic cyclical trap? Let’s look under the hood. 🔍 1️⃣ The "Supply Starvation" Thesis (The Alpha is Her

$Micron Technology(MU)$ Micron just powered through a tough market day with a solid 3% gain, leaving the indexes in the dust. 📈 As we wrap up 2025, this memory giant has tripled its stock value, hitting an all-time high near $294 – talk about a blockbuster year! Nomura analysts are calling for the memory supercycle to roar on through 2027, fueled by massive demand from AI servers and enterprise SSDs that nobody saw coming this strong. 😲 Picture this: supply can't keep up, with no major capacity boosts until 2028. That tight squeeze is set to rocket DRAM prices sky-high, turning the supply-demand imbalance into pure profit gold for players like Micron. Analysts point out the company is feeling the heat from its own AI triumphs, yet its valuation rema

Micron's $Micron Technology(MU)$  rally doesn't surprise me, especially given how selectively the market is rewarding names with real AI-linked pricing power. A 3% move against a weak broader tape tells me flows are rotating toward parts of the AI value chain that are still under-owned. Memory has lagged compute for a long time, so when expectations start to shift, the re-rating can happen faster than people expect. I don't think it's "too late," but I also don't see this as a chase. If Nomura is right about the memory supercycle extending into 2027, then this is more about staying power than perfect entry timing. The key point for me is supply discipline: with no meaningful capacity additions before 2028, even mo

Micron’s "Software-Like" Margins: Is the Notorious Memory Cycle Finally Dead? Micron ($MU) just dropped a report that didn’t just beat estimates—it arguably changed the entire investment thesis for the memory sector. If you are only looking at the doubled revenue or the EPS beat, you are merely looking at the scoreboard while missing the actual game change. The price action confirms the hype, but the real alpha lies in two specific signals that suggest the terrifying "Boom-Bust" memory cycle might finally be over. Here is why this time actually looks different. 1️⃣ The Death of the "Cycle Curse" (The New LTA Model) We all know the old memory script: Demand gets hot, companies spend billions to build fabs, supply floods the market, and prices crash. It’s the sword of Damocles hanging over e

🚀🚀🚀 $Micron Technology(MU)$ is definitely flying high! Its customers include almost all the big hats in AI. The tight supply environment is its only restriction. Thanks @Tiger_comments @TigerStars @Tiger_SG @1PC @icycrystal

Recently,$Micron Technology (MU) $The stock price performed strongly, continuously hitting new historical highs. As of December 24, 2025, it closed at US $276.27, and once hit US $281.86 during the session. The cumulative increase in three days exceeded 22%, and the trading volume was also significantly enlarged, indicating that the market heat remains high. In terms of fundamentals, the company's profitability has steadily improved, with TTM earnings per share reaching US $10.54, a P/E of 26.21 times, higher than the industry average; The price-to-sales ratio is 7.35 x, indicating that investors are highly recognized for its revenue growth prospects. Management's performance guidance is optimistic. It is expected that the median revenue in the next fi

🌟🌟🌟For those investors who already own $Micron Technology(MU)$ and remain bullish on its long term prospects due to AI demand and tight supply conditions, a great options strategy is a Covered Call.  This options strategy can help to generate income, mitigate risk and potentially lower your cost basis. How it works:  You own the stock and simultaneously sell a Call Option in those same shares with a strike price above the current market price and an expiration date in the future. The benefit of this options strategy:  You collect premium upfront.  This will increase your overall return or provides a small buffer against a slight stock price decline. The risk is that if Micron continues its rocket ship run past your strike price

$Micron Technology(MU)$   Micron going up 2026

Forget the Sell-Off: Micron Proves the AI Feast Is Just Beginning $Micron Technology(MU)$  , the US memory hegemon, the world's third largest DRAM maker, and fourth largest NAND manufacturer, released its FY2026 Q1 earnings after the bell. Although the market reaction to $Oracle(ORCL)$   and $Broadcom(AVGO)$   was poor last week, Micron handed in a report and guidance that far exceeded market expectations. Three Things to Watch Management Raises 2028 HBM Market Forecast, Hitting the $100 Billion Mark Two Years Early Since HBM is often bundled with A

Charts in FocusTech / Mag 7 Rotation Out, Small Caps Rotation In$Direxion NASDAQ-100 Equal Weighted Index Shares(QQQE)$ clearly benefited from the pullback in the NASDAQ 100.Trading Themes for the Week from Direxion 1. $Direxion Daily MU Bull 2X Shares(MUU)$Assets under management are once again approaching USD 400 million.MU shares have risen after HSBC initiated coverage with a Buy rating, calling it a “key beneficiary of an extended supercycle.”Post-earnings volatility expected around ±8.3% following Wednesday’s report.2. $Direxion Daily AVGO Bull 2X Shares(AVL)$ / $Direxion Daily AVGO Bear 1X Shares(AVS)$Broadcom’s post

$Micron Technology (MU) $The new quarterly financial report will be released on December 17, 2025 (after the U.S. stock market closes). The market pays attention to the pricing and supply and demand environment of HBM and DDR5 driven by AI, as well as the continuity of memory demand from data centers and smart terminals.Market ForecastConsensus estimates show that Micron Technology's total revenue for the quarter is expected to be $12.709 billion, a year-on-year increase of 45.90%; Adjusted earnings per share are expected to be $3.86, a year-over-year increase of 122.52%; EBIT is expected to be US $5.068 billion, a year-on-year increase of 117.68%. The company gave optimistic guidance for this quarter in the last quarter's earnings conference call, foc

$Micron Technology(MU)$   What Is Driving the Recent Move Micron’s latest earnings release exceeded Wall Street expectations on both revenue and adjusted EPS, and the company issued very strong guidance for the upcoming quarter. This performance was powered by record-high demand for memory products used in artificial intelligence infrastructure, especially high-bandwidth memory that supports advanced AI models. Analysts and market commentators are framing this as a potential “memory supercycle” driven by AI adoption in data centres and constrained supply.  Key points on this theme include: DRAM and HBM revenues expanded sharply, boosting both top line and margins.  Micron management projects memory shortages persisting beyond 202

$Micron Technology(MU)$  Here is a considered, structured perspective on Micron’s strength, memory sector positioning, and the broader semiconductor landscape: --- 1. Micron’s Outperformance in Context Micron’s recent earnings beat and strong guidance reflect a favourable combination of supply discipline and robust end-market demand, especially in AI-related infrastructure. Tight supply in memory naturally supports pricing and margin stability, which in turn fuels share performance. The market reaction shows confidence in the current cycle, but elevated expectations can also compress future upside if results normalise even modestly. Key points to watch for Micron over the next few quarters: Sustainability of product pricing in DRAM and NAND, In

Is Micron the Next Nvidia? A Deep Comparative Analysis (2025) 1. What Made Nvidia Nvidia 1.1. The AI Revolution and Nvidia’s Dominance Over the past decade, Nvidia (NVDA) transformed from a graphics card maker into the primary engine of generative AI and large-scale data-center computing. Its GPUs (Graphics Processing Units), especially the H100 and Blackwell architectures, became the standard for training and running advanced AI models. This leadership delivered: • Explosive revenue growth — including data-center revenues that often exceed tens of billions per quarter • A dominant ecosystem (CUDA + hardware + software) • High profit margins thanks to pricing power and scaling demand Nvidia’s rise wasn’t just financial — it reshaped computing itself. Its chips are embedded in cloud platfor

$S&P 500(.SPX)$ opened higher on Micron’s explosive earnings report, but quickly gave back some gains, as investors remain cautious ahead of the Bank of Japan’s rate decision on Friday. $Micron Technology(MU)$ itself jumped as much as 16% at the open before settling around +13%. Regardless, Micron was clearly the standout performer of the session.Micron delivered a clean beat: revenue, profits, cash flow, and profitability all exceeded expectations.EPS: $4.78; Revenue: $13.64B, up 57% year-over-year. Q2 outlook: EPS: $8.42; Revenue: $18.7B — record highsGrowth driven by AI-led demand for memory and storageNet income came in at $5.48B, up 58% quarter-over-quarter and 135% year-over-year.Gross margin surg

🌟🌟🌟$Micron Technology(MU)$  is set to release its Q1 fiscal 2026 earnings on Wednesday December 17 and the stakes couldn't be higher.  In a market still reeling from Tech Meltdown Friday , Micron stands as a beacon of the AI boom.  Wall Street is watching to see if this memory giant can defy gravity and hit breathtaking new highs. Despite recent volatility and a slight downturn linked to broader tech jitters, Micron had an incredible year, climbing to 152% year todate. The AI Rocket Fuel and Recent Headwinds  Expectations are high and for good reason.  Micron is the beating heart of the AI data centre revolution.  Analysts expect strong results with revenue forecasted around USD 12.54 billion a

From my point of view, Micron's $Micron Technology(MU)$   10% jump is less about a single earnings beat and more about the market re-rating the entire memory cycle. For a long time, memory was treated as a pure boom-bust commodity trade, but AI has changed the conversation. With data-center demand, HBM, and inference workloads driving tighter supply, investors are starting to price memory as a strategic component of AI infrastructure rather than a disposable input. That said, I don't think memory is a straight copy-paste of the Nvidia $NVIDIA(NVDA)$  story. Nvidia's "moment" came from owning the full stack—hardware, software, and e

$Micron Technology(MU)$   🚀 Goldman Turns Bullish on Micron: Is a New All-Time High After Earnings Now Inevitable? With Micron’s earnings set for December 17, the Street is heating up — and this time, it’s not just hype. Goldman Sachs just upgraded their outlook and is now calling for Micron to beat expectations across every major metric. 📊 Goldman’s Forecast vs Wall Street • Revenue: $13.2B (vs the Street’s $12.7B) • EPS: $4.15 (vs consensus $3.84) • Tone: Expecting another “positive surprise” driven by AI demand • Bank of America: PT raised to $250, signalling confidence in multi-quarter upside And all of this is happening after Micron has already surged over 190% YTD, making it one of the strongest large-cap semiconductor performers of

$Micron Technology(MU)$   Major themes: Micron beat EPS & revenue expectations, provided strong guidance, and analysts have responded with multiple price-target raises and rating changes, especially on AI/HBM demand drivers. ⸻ 🧠 1. Current Consensus & Ratings Analyst Consensus • Consensus Rating: Buy • Consensus Price Target: ~$288 (with a wide range) • High Target: up to $500 • Low Target: around $150  Interpretation: Most analysts see upside potential from current trading levels, though targets vary widely due to differing assumptions about memory pricing and supply cycles. ⸻ 📈 2. Recent Upgrades & Bullish Calls 🔹 BofA Securities • Upgraded from Neutral to Buy • Raised target to $300 • Cited strong

Heading into Micron's earnings on December 17, I do think expectations are clearly elevated, but not without reason. Goldman Sachs' forecast of $13.2 billion in revenue and $4.15 in EPS suggests Micron is still benefiting from a very strong memory upcycle, especially driven by AI-related demand. When leading banks are willing to go meaningfully above consensus, it usually reflects strong visibility rather than short-term optimism alone. That said, with Micron already up more than 190% this year, the bar for a post-earnings rally is extremely high. Even if Micron beats estimates, the stock's reaction will likely depend more on forward guidance than on the headline numbers. If management signals continued tight supply, firm pricing, and sustained AI-driven demand into 2025, I think new highs