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

$Micron Technology(MU)$

Micron Stock Forecast And AI Demand Outlook

Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.

That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.

@daz999999999：Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

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Micron’s own leadership has said as much too, more than once, at the time of writing.</p>\n<p></p>\n<p><br></p></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>Micron Stock Forecast And AI Demand Outlook</p>\n<p>Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp;</p>\n<p>That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.</p>\n<p></p>\n<p><br></p></body></html>","text":"$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/592872599786000","repostId":592311290230184,"repostType":1,"repost":{"magic":2,"id":592311290230184,"tweetId":"592311290230184","gmtCreate":1785633508642,"gmtModify":1785753600200,"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":"93.47%","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":"2026.08.04","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":2704,"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/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>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.</p>\n<p>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.</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26\" tg-width=\"1061\" tg-height=\"608\"><span></span></p>\n<p></p>\n<p><br></p>\n<p></p>\n<p>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 taking a hit due to higher memory prices and limited supply, creating pent-up demand in these markets. So, Micron's addressable market remains robust, and that's precisely why the company's earnings growth is projected to remain strong over the long run.</p>\n<p>So, savvy investors can consider using the recent pullback in Micron to buy more shares, as it trades at just 19.5 times earnings. The forward earnings multiple of 5.4 is even more attractive, indicating that Micron is extremely undervalued when the company's impressive growth potential is considered. All this makes this AI stock a no-brainer buy, especially given that it is showing signs of stepping on the gas again after an 18% pop on July 30.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440\" tg-width=\"2063\" tg-height=\"1179\"><span class=\"focused\"></span></p>\n<p></p>\n<p><br></p>\n<p></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e\" tg-width=\"1200\" tg-height=\"1600\"><span></span></p>\n<p></p></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>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.</p>\n<p>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.</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26\" tg-width=\"1061\" tg-height=\"608\"><span></span></p>\n<p></p>\n<p><br></p>\n<p></p>\n<p>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 taking a hit due to higher memory prices and limited supply, creating pent-up demand in these markets. So, Micron's addressable market remains robust, and that's precisely why the company's earnings growth is projected to remain strong over the long run.</p>\n<p>So, savvy investors can consider using the recent pullback in Micron to buy more shares, as it trades at just 19.5 times earnings. The forward earnings multiple of 5.4 is even more attractive, indicating that Micron is extremely undervalued when the company's impressive growth potential is considered. All this makes this AI stock a no-brainer buy, especially given that it is showing signs of stepping on the gas again after an 18% pop on July 30.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440\" tg-width=\"2063\" tg-height=\"1179\"><span class=\"focused\"></span></p>\n<p></p>\n<p><br></p>\n<p></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e\" tg-width=\"1200\" tg-height=\"1600\"><span></span></p>\n<p></p></body></html>","text":"$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 taking a hit due to higher memory prices and limited supply, creating pent-up demand in these markets. So, Micron's addressable market remains robust, and that's precisely why the company's earnings growth is projected to remain strong over the long run. So, savvy investors can consider using the recent pullback in Micron to buy more shares, as it trades at just 19.5 times earnings. The forward earnings multiple of 5.4 is even more attractive, indicating that Micron is extremely undervalued when the company's impressive growth potential is considered. All this makes this AI stock a no-brainer buy, especially given that it is showing signs of stepping on the gas again after an 18% pop on July 30.","highlighted":2,"essential":1,"paper":2,"link":"https://ttm.financial/post/592311290230184","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"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":true,"length":1194,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":126,"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":397,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/592872599786000"}