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@hamids A 10x for $MU would make it the biggest company in the world by a trillion or two… I have high hopes as well but may be very difficult. I hope I’m wrong. Would be curious to see why you specifically think it could 10x by 2030? Obviously not a guarantee or prediction.

Obviously, nobody knows for sure what will happen, but if $MU does a 10x in the next few years, we'll all say "there were signs!"

According to $NVDA CEO/Founder Jensen: "we are at the beginning of a decade-long build-out" when responding to the cyclical question for memory & $MU specifically. So turns out all the "it's cyclical" bears about $MU might be right that it's cyclical! The only problem is that this cycle might last another 10 years according to the 1 person who knows the most about AI demand! Could you imagine 10 more years of growth for $MU!? This video is worth watching:

$MU $DRAM

@hamids everybody has their system I think looking at the whole picture works out better for “investors” not traders long $mu

Takes like this drive me nuts. They ignore revenue and profits entirely and rely only on a price chart. Over the next 24 months, $MU will likely generate $200 Billion+ in profits. But to a chart-watcher, the stock is "overvalued" no matter the market cap, purely because it ran up last year. The question investors should be asking: what is a company generating $100B/year in profits worth, when that profit stream might grow OR shrink with roughly equal odds over the next 3-5 years? Nobody knows exactly when AI demand (and the memory demand that goes hand-in-hand with it) slows. But "slows" doesn't mean "crashes." It could just as easily stabilize. What we DO know: - DRAM, HBM, and NAND demand is so backlogged that all capacity for the next year is sold out - Prices of these products have gone vertical, which means margins are about to be enormous (80%+) And we're supposed to take seriously a chart account saying "this stock will crash because it went up"? Have you heard of AI? Turns out it's kind of popular!

@HedgebergCom let your winners ride

$MU I closed my Micron Position today cause it is forming a Double Top and it has resched my origin price target of $800. It failed to break the $800 for one more high. It’s been a good run since $310 so I am happy with taking profits here

@YodaStockInvest I’m 29 and have dated many girls. You and your girl change so much between 22-28 maturity wise. My advice.. wait till 26-28 and see if they are still the one or if you’re still together. Then spill the bread. I know you want to, I say wait.

Should I share my portfolio with my girlfriend or not? My situation: I’m 22 years old with a portfolio worth 200k

@Kalshi not newsworthy. he’s a billionaire.

JUST IN: Trump reportedly owns $1 million+ in Nvidia stock

JUST IN: U.S. approves around 10 Chinese firms to purchase $NVDA H200 chips, sources say $BABA, ByteDance, $TCEHY Tencent, and $JD among Chinese companies approved by the U.S. to buy NVIDIA H200 chips, sources say Lenovo, Foxconn, and other distributors also received U.S. approval to purchase NVIDIA H200 chips, sources say

This is how much revenue Nebius $NBIS has brought in each of the last 7 quarters Sep 2024: $32.1M Dec 2024: $61.2M Mar 2025: $50.9M Jun 2025: $105.1M Sep 2025: $146.1M Dec 2025: $227.7M Mar 2026: $399M

@antibearthesis these are my current positions nbis 26.3% tsla 24.8% mu 21.8% nvda 19.8% asts 7.2% oklo <1%

@greenbreadmaker which ones should i exit

Name: Noah Age: 21 Portfolio value: $45,000 Holdings: $AMZN - 20% $NOW - 15% $SOFI - 15% $NVDA - 13% $NBIS - 11% $NU - 7% $ADBE - 6% $HIMS - 4% $META - 3% $MA - 2% $DUOL - 1% $CELH - 1% $ETH - 1% What would you change?

@mrlubos @AST_SpaceMobile I am an investor in AST!

@TrueVibesjkte ai made the laws of physics the new bottleneck $mu will be the money print refinery

@greenbreadmaker Since when did we start fighting laws of physics just to satisfy an AI’s hunger for memory, or is $MU basically the new digital oil refinery?

MEMORY STOCKS ARE HAVING A DOT COM ERA RUN. Micron is up 12x in the last 13 months. Sandisk is up 54x in the same period. AI data centers are driving massive demand for memory chips and the market cannot get enough supply.

@TrueVibesjkte It just might. fast memory is the working space gpus need to run at full speed physics makes memory much harder to scale cheaply hbm uses 3-4x more silicon wafer area than regular chips. as humanoids and AI scale we’ll just need more and more memory logic. long $mu

@greenbreadmaker Do you think memory chips will eventually flip GPUs as the ultimate bottleneck in this run?

tesla supervised full-self driving is the most transformative technology I have ever used since the iPhone I bet I won’t feel this way again till optimus long $tsla

@Z_x92 would have to hit scale at a massive rate with optimus and robotaxi takes over the world possible, not guaranteed

@greenbreadmaker Really?

Long $TSLA from $18 and my call remains; $1000 by year end. $2500 in 2028. $10,000 by 2036. 🚀

@YodaStockInvest $NBIS all day everyday $HIMS maybe maybe

Thinking 3-5 years out, what’s the best play here? A) $NBIS B) $IREN C) $SOFI D) $HIMS I keep asking myself WHICH SHOULD I ADD?

@EndicottInvests dude same, 99.9% of the time in the market nvda is my “extra cash” spot right now slowly breaking out

I’m currently 4% cash Most I’ve ever been Idk what to buy right now Yes 4% is probably silly to most but I’m usually 99.9% in the market What does everyone like right now?

$MU Insane Micron will generate more revenue next quarter than $ASML, $AMD, $AMAT, and $KLAC combined ($33.5B vs $31.2B). Their combined market cap is $1.86T. $MU sits at $0.75T. More revenue. A tiny fraction of their multiples. Tell me that's not insane.