$Micron Technology(MU)$ Key Po-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Micron Technology(MU)$

Key Points For Backing Micron (MU) To Rise Again

Micron's moat is a blend of scale economics (one of three scaled DRAM/NAND suppliers), process-technology parity-to-leadership (1γ DRAM and G9 NAND ramping as the highest-volume nodes in company history; next-gen nodes on track for 2H-CY27), and a first-mover position in differentiated form factors

The 16 signed SCAs, take-or-pay, five-year, non-cancellable outside automotive, with price floors management states sit “well above peak quarterly margins in any past cycle” has structurally raised the earnings floor for the next downcycle.

We reaffirm BUY on Micron with a price target of US$1,665, implying ~+40% upside to the indicative post-print level of ~USD 1,186.

The quarter was a broad-based earnings beat. Results again blew past an already-high bar, while Q3 nearly doubled revenue to USD 41.5bn at 84.9% GM and USD 25.11 EPS, the fifth consecutive revenue record.

Micron Gives Back 5.9% — Was the Memory Rally Just Two Days?

Memory pulled back Friday: Micron −5.90%, SK Hynix −3.54%; SOXL closed flat, then +4.42% after hours. Read it as digestion of Thursday's spike — the session KOSPI ran up 18%. Micron is still ~39% off its highs, and the sell side splits between "high-risk, high-reward" accumulation and refusing the dip outright. SanDisk and Western Digital report Wednesday. Customers confirm the shortage, but the tape just gave back gains — bounce or trend?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

3

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":591556664165440,"tweetId":"591556664165440","gmtCreate":1785454039474,"gmtModify":1785454045274,"author":{"id":4088639346266630,"idStr":"4088639346266630","authorId":4088639346266630,"authorIdStr":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"93.21%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2706,"starInvestorFlag":false},"themes":[{"themeId":"d7802b5927b84c0885fc404d84cb86f4","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Micron Gives Back 5.9% — Was the Memory Rally Just Two Days?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d7802b5927b84c0885fc404d84cb86f4}&rnconfig={\"headerBarHidden\": true}","description":"Memory pulled back Friday: Micron −5.90%, SK Hynix −3.54%; SOXL closed flat, then +4.42% after hours. Read it as digestion of Thursday's spike — the session KOSPI ran up 18%. Micron is still ~39% off its highs, and the sell side splits between \"high-risk, high-reward\" accumulation and refusing the dip outright. SanDisk and Western Digital report Wednesday. Customers confirm the shortage, but the tape just gave back gains — bounce or trend?","image":"https://community-static.tradeup.com/news/e4fbb042d140568fff1feb371b4d32bc"}],"images":[{"img":"https://community-static.tradeup.com/news/24ae7395d7d7fa6289a90f471ce0f18a","width":"1014","height":"1281"},{"img":"https://community-static.tradeup.com/news/dceed5db454e81e1c28e448cb5edd2b2","width":"1600","height":"1200"},{"img":"https://community-static.tradeup.com/news/ab93f7c9330d435337c928c178937e2e","width":"985","height":"558"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/24ae7395d7d7fa6289a90f471ce0f18a","width":"1014","height":"1281"},{"img":"https://community-static.tradeup.com/news/dceed5db454e81e1c28e448cb5edd2b2","width":"1600","height":"1200"},{"img":"https://community-static.tradeup.com/news/ab93f7c9330d435337c928c178937e2e","width":"985","height":"558"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>Key Points For Backing Micron (MU) To Rise Again</p>\n<p>Micron's moat is a blend of scale economics (one of three scaled DRAM/NAND suppliers), process-technology parity-to-leadership (1γ DRAM and G9 NAND ramping as the highest-volume nodes in company history; next-gen nodes on track for 2H-CY27), and a first-mover position in differentiated form factors</p>\n<p>The 16 signed SCAs, take-or-pay, five-year, non-cancellable outside automotive, with price floors management states sit “well above peak quarterly margins in any past cycle” has structurally raised the earnings floor for the next downcycle.</p>\n<p>We reaffirm BUY on Micron with a price target of US$1,665, implying ~+40% upside to the indicative post-print level of ~USD 1,186.</p>\n<p>The quarter was a broad-based earnings beat. Results again blew past an already-high bar, while Q3 nearly doubled revenue to USD 41.5bn at 84.9% GM and USD 25.11 EPS, the fifth consecutive revenue record.</p>\n<p><br></p>\n<p></p>\n<p><br></p><img src=\"https://community-static.tradeup.com/news/24ae7395d7d7fa6289a90f471ce0f18a\" tg-width=\"1014\" tg-height=\"1281\"><img src=\"https://community-static.tradeup.com/news/dceed5db454e81e1c28e448cb5edd2b2\" tg-width=\"1600\" tg-height=\"1200\"><img src=\"https://community-static.tradeup.com/news/ab93f7c9330d435337c928c178937e2e\" tg-width=\"985\" tg-height=\"558\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>Key Points For Backing Micron (MU) To Rise Again</p>\n<p>Micron's moat is a blend of scale economics (one of three scaled DRAM/NAND suppliers), process-technology parity-to-leadership (1γ DRAM and G9 NAND ramping as the highest-volume nodes in company history; next-gen nodes on track for 2H-CY27), and a first-mover position in differentiated form factors</p>\n<p>The 16 signed SCAs, take-or-pay, five-year, non-cancellable outside automotive, with price floors management states sit “well above peak quarterly margins in any past cycle” has structurally raised the earnings floor for the next downcycle.</p>\n<p>We reaffirm BUY on Micron with a price target of US$1,665, implying ~+40% upside to the indicative post-print level of ~USD 1,186.</p>\n<p>The quarter was a broad-based earnings beat. Results again blew past an already-high bar, while Q3 nearly doubled revenue to USD 41.5bn at 84.9% GM and USD 25.11 EPS, the fifth consecutive revenue record.</p>\n<p><br></p>\n<p></p>\n<p><br></p><img src=\"https://community-static.tradeup.com/news/24ae7395d7d7fa6289a90f471ce0f18a\" tg-width=\"1014\" tg-height=\"1281\"><img src=\"https://community-static.tradeup.com/news/dceed5db454e81e1c28e448cb5edd2b2\" tg-width=\"1600\" tg-height=\"1200\"><img src=\"https://community-static.tradeup.com/news/ab93f7c9330d435337c928c178937e2e\" tg-width=\"985\" tg-height=\"558\"></body></html>","text":"$Micron Technology(MU)$ Key Points For Backing Micron (MU) To Rise Again Micron's moat is a blend of scale economics (one of three scaled DRAM/NAND suppliers), process-technology parity-to-leadership (1γ DRAM and G9 NAND ramping as the highest-volume nodes in company history; next-gen nodes on track for 2H-CY27), and a first-mover position in differentiated form factors The 16 signed SCAs, take-or-pay, five-year, non-cancellable outside automotive, with price floors management states sit “well above peak quarterly margins in any past cycle” has structurally raised the earnings floor for the next downcycle. We reaffirm BUY on Micron with a price target of US$1,665, implying ~+40% upside to the indicative post-print level of ~USD 1,186. The quarter was a broad-based earnings beat. Results again blew past an already-high bar, while Q3 nearly doubled revenue to USD 41.5bn at 84.9% GM and USD 25.11 EPS, the fifth consecutive revenue record.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/591556664165440","repostId":0,"isVote":1,"tweetType":1,"viewCount":450,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":806,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/591556664165440"}