Micron Technology (MU) is reaching a new 52-week high, driven by surging demand for high-bandwidth memory (HBM) and robust earnings forecasts as supply challenges persist. The company recorded quarterly revenues exceeding $23.86 billion, reflecting a remarkable 240% gain over the past year, with analysts projecting earnings could nearly double by 2027 amid ongoing AI advancements. Strategic acquisitions and significant market share in the HBM sector bolster Micron's position, as the DRAM supply is expected to meet only 60% of future demand through 2027.
“There is one stock that I am watching pretty closely and uh you know kind of my fault for for not really getting involved. Well, Micron, guess what?”
“currently printing some fresh highs on the week here on Micron.”
“everybody in Wall Street knows about Micron. Like, it's a huge memory chip company, right?”
“Every supplier of high bandwidth memory on the planet is completely sold out through 2026.”
“When Korean input costs begin to rise, Micron either gains market share because SKHENX produces less.”
“Their pay ratio is currently at a 0.25, which is absolutely crazy low because of the expected growth.”
“the second layer is the silicon stack. Micron, Amcor, Broadcom, and Marll. This is where the highest upside lives over the next 5 years.”
“Multiple headlines today. They rose initially in the pre-market after agreeing to acquire PSMC's P5 Taiw Taiwan fabrication site for $1.8 billion in cash.”
“They rose initially in the pre-market after agreeing to acquire PSMC's P5 Taiw Taiwan fabrication site for $1.8 billion in cash. It's expected to close the second half of this year with meaningful DRAM production starting the second half of 27.”
“Strong earnings expectations — led by tech in general & $MU in particular — are supporting market fundamentalists despite the US-Israel War on Iran supply shocks.”
“$MU $DRAM $SNDK NAND spot prices continue to climb. Memory is a strategic asset. The more you have, the higher the quality of AI Inference.”
“目標株価2,400ドルだったか…見積もりが甘かった。 $MU”
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