To The Moon

Micron Technology (MU) Recent Q3 FY2026 results (ended May 2026) were exceptional: revenue ~$41.5B (+346% YoY), adjusted EPS ~$25.11 (well above estimates), and gross margins ~84.6%. Guidance for Q4 points to ~$50B revenue and ~$31 EPS, with margins near 86%. Long-term supply agreements (including take-or-pay contracts and deposits) lock in multi-year demand; HBM4 volume shipments are ramping. Capex is rising sharply ($27B in FY2026, higher in 2027) to expand capacity. Shares have surged hundreds of percent over the past year (market cap >$1T) but pulled back from peaks near $1,255 to around $960–$970 recently amid broader AI volatility and some NAND cooling signs. Valuation remains attractive (forward P/E in the low-to-mid teens/single digits on elevated earnings), with analyst targets

$Micron Technology(MU)$   Bank of America believes artificial intelligence may have broken the memory boom-bust cycle and forecasts that Micron Technology's earnings will experience long-term, massive growth. According to BofA's hypothetical model, Micron's revenue in fiscal year 2030 could reach $377.3 billion, well above the consensus market expectation of $280.5 billion. On the profit side, BofA expects its EPS to reach $236.16, representing a compound annual growth rate (CAGR) of up to 34.1%. The market's valuation of Micron remains relatively conservative, standing at only around 6 times expected FY2027 earnings. CLSA stated that the memory industry has recently undergone an adjustment due to macroeconomic h

The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky

On August 17, Micron jumped 4.1% and closed back above $1,000 after several strong sessions. But the rally was quickly tested at Tuesday’s open, with shares falling more than 4% as chip stocks pulled back. Congrats to @wywy , who made $122,809 by holding Micron shares. Congrats to @Ping39 , who made $42,518 by trading Micron calls. SanDisk lit the match The latest rally started with SanDisk.At its August 13 Investor Day, SanDisk said it expects revenue to grow at a mid-to-high-teens CAGR from FY2028 through FY2030, while long-term gross margin could stay around 80%. The stock surged 13.7% that day, and Micron quickly followed, gaining 4.23% on August

I would pick A. Micron for the next three years. Nvidia remains the strongest AI leader, but expectations and valuation are already extremely high. Micron offers a different way to capture the AI boom, particularly through HBM and high-end memory. AI workloads are becoming increasingly memory-intensive, creating potentially structural demand for faster, higher-capacity memory. The biggest attraction is the possibility that AI demand keeps memory supply tight for longer, allowing Micron to sustain unusually strong pricing and margins. If that happens, earnings growth could significantly outpace the broader market. Berkshire is the safer choice, with diversified businesses, strong cash flow and a huge liquidity cushion. It would probably be my pick if capital preservation were the priority.

For me, I’d pick Micron for the next three years — but with a much higher risk tolerance. Berkshire is the safer compounder, while Nvidia remains the core AI leader. But Micron has an interesting middle ground: it’s benefiting from the same AI spending boom, yet the market is only now starting to treat memory as strategic infrastructure rather than a commodity. The key is HBM. If AI demand keeps growing and memory supply remains tight, Micron’s earnings could surprise on the upside. That gives MU more potential upside than Berkshire, although the volatility will be much higher. So my ranking would be: MU for upside, NVDA for AI leadership, BRK for stability. The real question isn’t whether Micron can stay above $1 trillion — it’s whether AI has permanently changed the memory cycle. If the

If I had to choose, I would go with C. MU. SNDK’s long-term targets are impressive, but after a 13.7% one-day surge and a massive run this year, I don’t want to chase it. $Micron Technology(MU)$ gives me broader exposure to HBM, DRAM and NAND, allowing me to benefit from both AI memory demand and the broader storage cycle. The reactions to AMAT, COHR and Cisco also show that strong earnings are no longer enough when expectations are already high. For me, the key is whether AI demand can translate into sustainable earnings and cash flow. I believe MU still offers a better balance of growth, valuation and upside. So I remain bullish on storage, but I would accumulate MU on pullbacks rather than chase SNDK after its sharp rally. If MU and

Micron's $1T "reclaim" is really a rematch of the same argument the market had in May — and the CXMT wildcard cuts both ways Worth remembering the context: Micron first crossed $1T back in May off UBS's 204% price-target hike to $1,625, built on a structural thesis — long-term agreements are turning DRAM from a spot-priced commodity into something closer to contracted, growth-multiple earnings. Tuesday's move (+4.92% MU, +9.01% SK Hynix, +5.76% SanDisk, SOXL +6.89%) is that same thesis getting a fresh catalyst: management extending the tightness call past 2027, UBS following with a through-cycle profitability reset. Here's the part that actually resolves your "who sets the price" question: SemiAnalysis's own supply-side model — the one most often cited to justify CXMT as the bear case — st

A. SNDK — The story is bigger than NAND. I’d still pick SNDK. What caught my attention isn’t just the 13.7% rally, but the potential change in its business model. Long-term agreements could make earnings and cash flow much more predictable, while HBF gives SNDK another angle on the growing AI inference market. MU has broader exposure across HBM, DRAM and NAND, and WDC offers an interesting data-center HDD story. But SNDK currently has the most interesting combination of AI storage demand, long-term contracts, high-margin targets and shareholder returns. The only thing I wouldn’t do is chase the stock after a huge one-day move. At this valuation, expectations are already high. For me, the real test is whether SNDK can hold the gains and prove that those ambitious 2030 targets are actually

i think all storage stocks are over valued and all forward looking commits are already priced in. once supply floods the market, prices will normalize

A mild PPI report pushed the S&P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o

Micron Technology’s ascension to the $1 trillion market cap threshold marks a fundamental paradigm shift in how global financial markets value memory chipmakers. Traditionally regarded as commoditized, highly cyclical "pig-iron" vendors whose fortunes rose and fell with PC and smartphone refresh cycles, memory producers have been re-rated as critical bottleneck providers for the generative AI revolution. The rally in $Micron Technology(MU)$ Micron (MU), alongside peers SK Hynix and Samsung, is not merely a temporary cyclical rebound. Instead, it represents a structural multi-year expansion driven by High-Bandwidth Memory (HBM3e/HBM4) demand and an severe supply squeeze in conventional DRAM. 1. Memory Sector Dynamics: Rebound vs. Structural Reversal

I remain bullish for it to hit 1500 by early 2027

Berkshire- they may be down but not out.

Keeep goingggg

US Stock Market: The AI Trade Is Back 🚀 The U.S. market is showing strength again — but the most interesting part isn’t just the S&P 500 or Nasdaq hitting record territory. It’s where the money is flowing. 📈 S&P 500: 7,748 📈 Nasdaq: 26,588 📊 Dow: 53,770 The big story continues to be AI infrastructure. CoreWeave surged ~19%, while Super Micro Computer delivered strong guidance. Nvidia and Micron also rallied strongly as investors continue to bet that AI capital spending is far from over. (Reuters) At the same time, July inflation came in without a major upside surprise, helping ease concerns around interest rates. So what am I watching now? AI → Semiconductors → Data Centers → Power → Memory → Networking #StockMarket #USStocks #Investing #AIStocks #Nvidia #Micron #Semiconductors

I remain bullish on $Micron Technology(MU)$ because AI has fundamentally changed the memory cycle. HBM has become a critical part of AI infrastructure, with stronger pricing, higher-value products and longer-term contracts. That explains why the market is now willing to value MU around the trillion-dollar level. Deutsche Bank increasing its Micron exposure also caught my attention. I see this as part of a broader shift from simply owning $NVIDIA(NVDA)$ to investing across the AI infrastructure stack — compute, memory, networking and cloud. While 13F data isn't a direct buy signal, it reinforces the institutional interest in MU. For the next three years, I would pick Micron for its higher growth potential.

A few years ago, putting $Micron Technology(MU)$ and $Berkshire Hathaway(BRK.A)$ in the same market-cap conversation would have sounded almost absurd. Micron was known as a highly cyclical memory-chip manufacturer, while Berkshire became one of the world’s largest conglomerates through insurance, railroads, energy, industrial businesses and decades of capital allocation. AI has almost erased that valuation gap. Micron crossed US$1 trillion in market value for the first time in May, then briefly reached around US$1.4 trillion in June, overtaking Meta and trading above Berkshire at the time. After a volatile summer, Micron closed Aug. 12 at US$911.29, valuing the company at ro

B. I think 3D-NAND may be entering a cooling phase, but DRAM and especially HBM still have stronger structural support from AI data-centre demand. The bigger risk for Micron is whether weaker NAND pricing eventually spreads into conventional DRAM expectations. I would watch memory pricing, inventory levels and 2027 capacity additions closely before calling this a broader cycle peak.

I lean toward B. To me, this looks more like a healthy reset in expectations than the beginning of a new downcycle. After such a strong rally, memory stocks were priced for near-perfect execution, so even solid earnings and guidance weren't enough to satisfy investors. The bigger question isn't whether NAND is slowing—it's whether that weakness spreads to DRAM and HBM. So far, AI demand hasn't changed. Hyperscalers are still investing aggressively, HBM supply remains tight, and AI servers continue to require more high-performance memory. That's why I think Micron is in a different position from pure NAND players. Its AI growth is increasingly driven by DRAM and HBM rather than NAND alone. Unless we start seeing analysts cut DRAM/HBM forecasts or AI capex slows meaningfully, I'd view this

Micron Technology (MU) Recent Q3 FY2026 results (ended May 2026) were exceptional: revenue ~$41.5B (+346% YoY), adjusted EPS ~$25.11 (well above estimates), and gross margins ~84.6%. Guidance for Q4 points to ~$50B revenue and ~$31 EPS, with margins near 86%. Long-term supply agreements (including take-or-pay contracts and deposits) lock in multi-year demand; HBM4 volume shipments are ramping. Capex is rising sharply ($27B in FY2026, higher in 2027) to expand capacity. Shares have surged hundreds of percent over the past year (market cap >$1T) but pulled back from peaks near $1,255 to around $960–$970 recently amid broader AI volatility and some NAND cooling signs. Valuation remains attractive (forward P/E in the low-to-mid teens/single digits on elevated earnings), with analyst targets

$Micron Technology(MU)$   Bank of America believes artificial intelligence may have broken the memory boom-bust cycle and forecasts that Micron Technology's earnings will experience long-term, massive growth. According to BofA's hypothetical model, Micron's revenue in fiscal year 2030 could reach $377.3 billion, well above the consensus market expectation of $280.5 billion. On the profit side, BofA expects its EPS to reach $236.16, representing a compound annual growth rate (CAGR) of up to 34.1%. The market's valuation of Micron remains relatively conservative, standing at only around 6 times expected FY2027 earnings. CLSA stated that the memory industry has recently undergone an adjustment due to macroeconomic h

The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky

On August 17, Micron jumped 4.1% and closed back above $1,000 after several strong sessions. But the rally was quickly tested at Tuesday’s open, with shares falling more than 4% as chip stocks pulled back. Congrats to @wywy , who made $122,809 by holding Micron shares. Congrats to @Ping39 , who made $42,518 by trading Micron calls. SanDisk lit the match The latest rally started with SanDisk.At its August 13 Investor Day, SanDisk said it expects revenue to grow at a mid-to-high-teens CAGR from FY2028 through FY2030, while long-term gross margin could stay around 80%. The stock surged 13.7% that day, and Micron quickly followed, gaining 4.23% on August

I would pick A. Micron for the next three years. Nvidia remains the strongest AI leader, but expectations and valuation are already extremely high. Micron offers a different way to capture the AI boom, particularly through HBM and high-end memory. AI workloads are becoming increasingly memory-intensive, creating potentially structural demand for faster, higher-capacity memory. The biggest attraction is the possibility that AI demand keeps memory supply tight for longer, allowing Micron to sustain unusually strong pricing and margins. If that happens, earnings growth could significantly outpace the broader market. Berkshire is the safer choice, with diversified businesses, strong cash flow and a huge liquidity cushion. It would probably be my pick if capital preservation were the priority.

A few years ago, putting $Micron Technology(MU)$ and $Berkshire Hathaway(BRK.A)$ in the same market-cap conversation would have sounded almost absurd. Micron was known as a highly cyclical memory-chip manufacturer, while Berkshire became one of the world’s largest conglomerates through insurance, railroads, energy, industrial businesses and decades of capital allocation. AI has almost erased that valuation gap. Micron crossed US$1 trillion in market value for the first time in May, then briefly reached around US$1.4 trillion in June, overtaking Meta and trading above Berkshire at the time. After a volatile summer, Micron closed Aug. 12 at US$911.29, valuing the company at ro

Micron Technology’s ascension to the $1 trillion market cap threshold marks a fundamental paradigm shift in how global financial markets value memory chipmakers. Traditionally regarded as commoditized, highly cyclical "pig-iron" vendors whose fortunes rose and fell with PC and smartphone refresh cycles, memory producers have been re-rated as critical bottleneck providers for the generative AI revolution. The rally in $Micron Technology(MU)$ Micron (MU), alongside peers SK Hynix and Samsung, is not merely a temporary cyclical rebound. Instead, it represents a structural multi-year expansion driven by High-Bandwidth Memory (HBM3e/HBM4) demand and an severe supply squeeze in conventional DRAM. 1. Memory Sector Dynamics: Rebound vs. Structural Reversal

A mild PPI report pushed the S&P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o

Stop calling it a bounce. A bounce is what happens when nothing changed. What happened Thursday is different. Four separate entities, Samsung, Microsoft, Amazon, and Apple, each independently confirmed within 24 hours that the AI memory shortage is real, worsening, and extending further than the market had priced. When the buy-side was selling memory stocks on CXMT IPO fears and AI capex peak anxiety, the sell-side of that trade just had its thesis demolished by the four largest technology companies on Earth. Here is the full picture. Samsung reported its highest-ever quarterly revenue with operating profit of 89.5 trillion won, ahead of expectations. More importantly, it warned that memory supply constraints may persist into 2028 and signed multi-year supply agreements with major data cen

The memory trade has been one of the strongest semiconductor themes of 2026. AI data centres have driven extraordinary demand for memory and storage, while limited supply has pushed NAND and DRAM prices sharply higher. That combination helped send memory stocks to some of their strongest gains in years. This week, though, the trade showed a fresh sign of stress. $SanDisk Corp.(SNDK)$ fell 6.8% on Thursday after investors reacted negatively to its outlook, while $Western Digital(WDC)$ dropped 13%. SK Hynix lost around 5%. $Micron Technology(MU)$ initially fell more than 7% before recovering most of the decline and closi

$Micron Technology(MU)$   Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin

Global risk sentiment improved today. Oil prices continued to retreat, easing concerns about energy-driven inflation and higher interest rates. The yen strengthened sharply as intervention expectations grew, temporarily reducing the risk of disorderly currency moves. Strong earnings from Microsoft and Amazon also gave investors more confidence that some AI spending is already producing revenue. Several pressures that had weighed on technology stocks are now easing at the same time. The next test is whether this rebound can gain sustained support from earnings, cash flow and the macro environment. 1. Lower oil gives growth stocks some breathing room The earlier surge in oil prices raised concerns that energy costs would push inflation higher again and reduce the Federal Reserve’s room to ea

$Apple(AAPL)$ fell 7.35 per cent on Friday, the only mega-cap to drop hard. The same day, $Amazon.com(AMZN)$ rose 15.32 per cent and $Alphabet(GOOG)$ 6.88 per cent. I left a question hanging last time. Tim Cook's line — memory is tight, it will hit next quarter — went into Apple's guidance, and it went into somebody's revenue too. Friday answered. It answered half. Apple's column got copied down; the column belonging to whoever collects the money got rubbed out. $Micron Technology(MU)$ -5.90%, $SanDisk Cor

These four earnings reports did not prove that the storage cycle is ending. If anything, they confirmed the opposite: AI data-center orders remain strong, storage prices are still rising, and supply remains tight. What has changed is the market’s scoring system. Previously, revenue growth and record profits were enough to push a stock higher. Now, even the strongest results in a company’s history can trigger a selloff if they fail to beat already-extreme consensus expectations. That is also how I view the upcoming earnings report from $SanDisk Corp.(SNDK)$ The results will probably be very strong. The problem is that “very strong” may no longer be enough. CompanyActual ResultsVersus ExpectationsMy View

After several brutal sessions, global technology stocks finally staged a powerful rebound. The Nasdaq rose 2.8%, while Microsoft’s post-earnings surge helped lift AI chips, cloud stocks and data-center names across the board. The move became even more dramatic in Asia. South Korea’s KOSPI jumped sharply, with Samsung Electronics and SK hynix surging as investors rushed back into semiconductor names. Taiwan’s market also rebounded strongly, led by TSMC. At first glance, this looks like a classic V-shaped reversal. But the more important question is: Has the correction really ended, or is the market only beginning a longer U-shaped repair process? Why did the rebound happen so quickly? The first reason is earnings. Microsoft showed that AI spending can already translate into cloud revenue, p

Microsoft and Meta reported earnings on the same night. Both are spending heavily on AI infrastructure, both raised or maintained aggressive investment plans, and both delivered strong revenue growth. The market still gave them opposite verdicts. $Microsoft(MSFT)$ rose more than 8% after hours as Azure growth, Copilot adoption and a strong outlook convinced investors that its AI spending is already generating measurable returns. $Meta Platforms(META)$ fell roughly 9% in premarket trading after free cash flow collapsed and capital expenditure remained close to record levels. Meta’s advertising business is still growing quickly, but investors want a clearer answer on how its enormous compute buildout will c

Micron's $1T "reclaim" is really a rematch of the same argument the market had in May — and the CXMT wildcard cuts both ways Worth remembering the context: Micron first crossed $1T back in May off UBS's 204% price-target hike to $1,625, built on a structural thesis — long-term agreements are turning DRAM from a spot-priced commodity into something closer to contracted, growth-multiple earnings. Tuesday's move (+4.92% MU, +9.01% SK Hynix, +5.76% SanDisk, SOXL +6.89%) is that same thesis getting a fresh catalyst: management extending the tightness call past 2027, UBS following with a through-cycle profitability reset. Here's the part that actually resolves your "who sets the price" question: SemiAnalysis's own supply-side model — the one most often cited to justify CXMT as the bear case — st

$Microsoft(MSFT)$ up 7.70% after hours. $Meta Platforms, Inc.(META)$, down 7.10%. Same evening, same underlying fact — both companies are spending unholy amounts of money on AI — and fifteen points of daylight between them. Read those two numbers alone and you'd conclude the market turned on AI capex. It didn't. It did something more annoying: it started sorting. Start with who flipped the switch. The July FOMC didn't move rates and didn't change a word of the guidance. Warsh spoke, and within thirty minutes the ten worst names on the tape were almost all AI. The S&P 500 closed down 1.52% at 7,316.15, the Nasdaq Composite down 1.74%,

$Apple(AAPL)$ beat on revenue for its fiscal third quarter and fell 5.74 per cent after hours. Once the same call had wrapped up, $SanDisk Corp.(SNDK)$ rose 4.61 per cent in extended hours and $SK hynix(SKHY)$ 3.76 per cent. Between the two sits a single remark from Tim Cook: memory supply is tight, it will hit next quarter, and the company is stockpiling hard to get ahead of significant supply constraints. On Apple's books that sentence is a cost. On a memory maker's books it is revenue. One fact, two income statements, opposite signs. Before we put the whole 5.74 per cent on that one line: the same results missed

If I had to choose, I would go with C. MU. SNDK’s long-term targets are impressive, but after a 13.7% one-day surge and a massive run this year, I don’t want to chase it. $Micron Technology(MU)$ gives me broader exposure to HBM, DRAM and NAND, allowing me to benefit from both AI memory demand and the broader storage cycle. The reactions to AMAT, COHR and Cisco also show that strong earnings are no longer enough when expectations are already high. For me, the key is whether AI demand can translate into sustainable earnings and cash flow. I believe MU still offers a better balance of growth, valuation and upside. So I remain bullish on storage, but I would accumulate MU on pullbacks rather than chase SNDK after its sharp rally. If MU and