FedProm 💃🏻

$MU Why I think Micron can 5x in 2 years - Micron just signed a 5 year contract. The only reason a company would agree to such a long term contract is if they think HBM and DRAM prices will keep increasing in the coming years. So Micron’s margin is going to be 90%+ soon and 2027 EPS should be 120+. That makes it a 3.7x PE company. A company with 5 year revenue visibility is not a commodity company. Even cloud providers typically have 4 year contracts. So Micron is more structural than the hyperscalers at this point and should command at least 20x PE. That’s a 5x increase in stock price! A PT of 2000 in two years is certainly achievable. This is a re-rate story combined with margin and TAM expansion - once in a lifetime opportunity here.

55% OF AMERICANS SAY RISING GASOLINE PRICES HAVE HIT THEIR HOUSEHOLD FINANCES, POLL FINDS

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MASSIVE PRICE TARGETS JUST DROPPED FOR MICRON 🔥 $MU price targets from current price $444: HSBC: $750 (+69%) Cantor Fitzgerald: $700 (+58%) Barclays: $675 (+52%) Rosenblatt / Susquehanna: $600 (+35%) JPMorgan: $550 (+24%) Morgan Stanley: $520 (+17%) TD Cowen: $500 (+13%) “AI-driven HBM demand and pricing power are accelerating faster than expected, driving a structural re-rating in Micron’s earnings power.”

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