MU

"Micron has had a heck of a run"

"Micron, those have become three of the biggest market caps in the world"

"One, we got huge change for Meta Stock [121s] and we're going to talk about what that [122s] means for AMD, for Micron, for Nvidia [126s] moving forward, as well as other big [127s] tech companies that they might be [129s] potentially competing with."

"I'm talking Micron, I'm talking AMD, I'm [745s] talking Broadcom, I'm talking Nvidia, [747s] all these companies that have been the [748s] ones going beast mode."

"But [762s] companies like Micron, companies like [764s] Nvidia have already benefited massively."

"Micron stock went up like a,000%, [1153s] right?"

"Micron continues [1190s] to be strong. Although, like I've said [1192s] before, Micron, I feel like that stock [1194s] tops this year in regards to stock [1195s] price."

"MU is the fuel"

"MU has done is that they have secured years of supply."

"I would love to see MU go back to 450"

"Back on December 27th, 2024, Dalton, one of our in-house analysts, made an exclusive video on Micron for our community."

"Micron just dropped earnings and the numbers were absolutely historic."

"Micron started this year with a stock sitting around $295 per share. Wall Street was starting to figure out that there was a serious shortage of AI memory. The stock started to climb. Then last week, Micron reported those earnings and the numbers were unlike anything this company has ever seen in its entire 47-year history."

"That's why I keep saying that memory is no longer cyclical and it's not a commodity. It's one of the most valuable parts of the entire AI buildout, which is why Micron has become one of the most valuable companies on the entire market."

"It's the worst price that Micron will be paid no matter what happens in the market."

"Now, let's talk about my investment thesis for Micron."

"In my opinion, Micron is still so cheap because the market is still modeling it the old way."

"But even if it does, remember Micron gets their hundred billion thanks to the take or pay structure of their strategic contracts with $18 billion already in the bank."

"Last week, Micron reported the best quarter in their 48-year history."

"like I said at the start of the video, Micron just reported their best quarter ever."

"For the last two decades, analysts that were covering Micron couldn't model next year's revenue with any confidence."

"And Micron's leadership says that the HBM market specifically will grow more than twice as fast as that at roughly 40% per year through at least 2028."

"If Micron's forecasts for memory demand were wrong, then they paid a hefty price."

"While Wall Street's models are still catching up, Micron just went from zero contracted revenue to a hundred billion backlog with $18 billion already in the bank."

"On this latest earnings call, Micron announced that they signed 16 strategic agreements with their largest customers, all of which run through 2030."

"But Micron just flipped the entire script."

"And none of that is in Micron's current hundred billion backlog."

"When it comes to gross margins, Micron is the current king."

"So companies aren't just paying Micron for memory chips. They're paying to reserve the right to buy those chips in the first place years in advance."

"Over the next 5 years, Micron is contractually guaranteed to earn their best margins ever."

"And to lock in their place in line, those customers paid Micron a combined $18 billion upfront."

"The 16 strategic contracts cover about a third of Micron's current production, but they have four new fabs either under construction today or breaking ground right now."

"So, let me show you why Micron is still one of the most undervalued AI companies on the market without all the industry jargon."

"Micron's earnings over the next 12 months are growing so much faster than their market cap that their forward price toearnings ratio is less than six, even though they're posting 346% revenue growth, 85% gross margins, and have a $100 billion backlog."

"The biggest risk to Micron is that all three major memory suppliers are expanding capacity at the same time."

"I've adapted since then with some other companies like a micron taken profits along the way didn't close that position"

"allowed me to buy Micron"

"Meta, Micron. That's all AI."

"This news just came out memory trio Samsung skinix and Micron face class action lawsuit as prices reach historical high due to shortages"

"Right? So the issue Micron has is basically becoming a victim of its own success."

"I don't know if you guys have seen in the latest Micron financials, something very important in there that I think is worth pointing out."

"Now you're talking about Micron, SKH, Samsung being three of the biggest market cap companies in the world."

"The moral of the story is if you own Micron stock or any memory stock, here's what you need to know."

"I got big news regarding Micron, AMD, Meta, Google, those sorts of stocks here today, okay?"

"No one ever cared about Micron. No one ever cared about a SanDisk, SKH Highix, Samsung's memory side of the business."

"Amazon is up Meta, Google, Palanteer, Netflix with Micron, that's down 3.2%. It's still a $1.24 trillion company, still above $1,000 per share."

"Now, this is largely due to the massive divergence between the hyperscalers like Microsoft and Amazon and all these companies, versus what they would call the check receivers, which is mainly the semiconductors like AVGO and Micron and SK Hynix and all the memory stocks."

"The valuations of companies like Nvidia and Microsoft and Micron right now imply that the AI cycle is peaking"

"They're looking at companies like Microsoft and Nvidia and Micron. These companies were real businesses, real revenue, real cash flow."

"Another stock up here is MU, Micron stock. This is one of the most talked about stocks in the stock market right now. The stock is up 28% in the past three weeks. By the way, it's impressive Elf has somehow beaten Micron, because that stock has been an absolute animal. Uh Micron obviously has incredible demand, incredible pricing power. All those memory chip companies do. It's not just a Micron specific thing. Anything memory chip related has incredible pricing power right now. That will not las"

"Micron's business has always suffered from one fatal flaw, but literally on June 24th, they may have made a move that permanently eliminates its biggest risk."

"In total, Micron didn't just have a great quarter. The company has fundamentally done huge work to change its business model that will make revenue, margins, and growth more predictable than at any time in the future. So if you're a Micron shareholder, you have to look at this quarter as simply game changer."

"Only three companies on Earth even make it, and Micron is the only one based in the United States."

"Just Nvidia, Apple, and Microsoft make up more than 40% of the fund by weight with other great companies like Broadcom, Micron, AMD, and Lamb Research also in the top 10."

"me find great stocks like Nvidia, Micron, and TSMC years before the rest of the market."

"I'm talking about the hottest stock in the market, which is of course Micron. Micron at the time of making this video is up around 16 17% or so."

"But Micron is now a $1.4 trillion company."

"The market is expecting Micron to grow in fiscal 27 by only quote 72%."

"In fiscal 28, Micron is only expected to grow 5.5 5.6% and that is why it is trading at a low forward PE multiple."

"But in today's video, let's talk about Micron. I still have a position in Micron. Yes, I've taken some profits, actually a lot of profits along the way."

"We still have some green, of course, with Micron now only being up 10%, the rest here being fully red."

"Now, like I said, me, I still hold my position or what's left of Micron and I'm quite happy with the profit."

"And so the question now with Micron does not become oh is the growth cycle going to peak anytime soon because more competition is coming. No, it's going to be okay. Micron clearly clearly there is enough demand for the next couple of years."

"I can almost guarantee that the names like Micron and of course other chip makers out there are going to have a big red day when you see these types of headlines."

"Micron for sure. So, eight out of 10 are AI."

"Nvidia, Micron"

"Today after hours, we do have Micron, so that's a pretty big deal."

"Look at a stock like Micron here today. down 13 plus% but the stock's up 750% over the past year."

"The 13th biggest is Micron."

"Look at a stock like Micron, you gonna jump in Micron now, up 777%. Right? And then you can say, well, maybe it's going to go 1500, maybe it's going to go to 2,000. It might, but that's a complete like gambling decision there, right?"

"The big identify Micron like a year ago, two years ago, how you make the big money."

"So you buy a stock like Micron, you write it to 1,700 and then it peaks, right? And then you keep holding on because the numbers are great because we know the numbers are going to be great for the next couple years."

"Cash Position, Micron, which is crazy to say that yes, I've taken profits along the way, but I'm still up 1,153% on the remaining shares here"

"With regards to Micron, as I've said before, it can go much higher."

"followed by Micron at 7.7%"

"22% and Micron 23.83%"

"Micron up huge, SanDisk up huge."

"Now, look at Micron, the memory company. It went from around $65 a share to over $1,050 per share. A $10,000 investment would have turned into roughly $160,000."

"Micron up 132%"

"if you don't own Micron"

"Micron or the memory bottleneck trade"

"Intel, Micron, and the others were absolutely hated and beaten down not long ago, but they've now come roaring back. Some were some of them up over a thousand%."

"investors are comparing Meta to Micron and they're feeling bad that Meta is underperforming Micron instead of taking advantage of those amazing opportunities on one of the best companies you could own in the entire stock market."

"The makers [48s] are completely sold out into next year, [50s] and that's why Micron just crossed $1 [53s] trillion. [54s] But, Micron happens to be the obvious [56s] name, and the real money is in the picks"

"That's exactly what people are talking about with companies like Micron. Micron now a $1.1 trillion company."

"And every dollar of selling pressure will make Micron stock even more attractive."

"me find stocks like Nvidia, TSMC, and Micron years before the rest of the market."

"Micron makes that memory, specifically high bandwidth memory for AI accelerators."

"Other stocks at the top of the index include Microsoft, Amazon, Google, Broadcom, Meta Platforms, Micron, and AMD, which together account for 52% of every dollar tracking it."

"Micron stock is already up by over 200% this year alone, but it still trades at a forward PE ratio of just 11, making Micron the cheapest stock in this video."

"Micron, Samsung"

"maybe Micron if they've been paying attention"

"Micron, and Samsung are in a very small group that can actually make HBM at scale."

"They saw the value in Micron [467s] before it moved."

"Micron 3"

"With Micron, I'd like to see it much lower. Although Micron, as you know, it's not that expensive."

"Look at Micron up huge here today. Back deep into the 900s. Now, at this point in time, you know, after that 2-day drop, it was rough, man. It was rough."

"Then we have Micron Dlo still around the same range here."

"Micron 13%."

"The earnings numbers have been getting revised much much higher mainly due to Micron and SK highix and a lot of the semiconductors they're putting up massive massive numbers and that's helping earnings growth in general"

"The single biggest holding in [157s] this so-called quantum fund is Micron, [159s] which is equally a great company, but [161s] once again, it's just a memory chip [163s] maker."

"every bit of [246s] that overlap is chip and big tech names [248s] like Nvidia, Micron, and Broadcom."

"Micron, one of the biggest makers on Earth, has its entire production for this year already spoken for."

"Micron is one of the hottest stocks on the market right now, but also one of the most volatile."

"We're looking at Micron stock, MU, down over 10% right now"

"For anybody that thinks, okay, the running Micron's over, the running AMD is over because they've had two big down days, watch out. Those stocks could could hit you with a 30% upside move next week. So like, just because those stocks went down two straight days doesn't mean, oh, the run's over. That's it. They they've peaked. No. When you have fundamental changes going on with those business models with AMD, it's GPU demand going insane along with CPU demand going insane for the next several yea"

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"Micron 6.5, Oracle 3.2. So it makes sense, right?"

"Look at MU. Just in the past three months, the past three months, Micron stock is up nearly 170%. Ridiculous, right?"

"AI related stocks, Micron, AMD, Nvidia, Marvel, uh Google, these sorts of stocks, SanDisk, run them all, right? They're they're in paradise right now. Nothing you can do to get these stocks down. They are just having the time of their life."

"If you own AMD, Micron, Google, like a lot of these stocks I'm fortunate to own, right? At least when it comes to AMD and Google, Amazon, I mean, these stocks are having the time of their life."

"If I would have been talking about Micron non-stop right let's say I was invested in Micron a year ago oh my gosh you think anybody would have wanted to listen to me on Micron of course not be like gh Micron memory chip company gh yuck why would you even think about buying buying that."

"You might not be able to get somebody to even think about buying AMD or Micron a year from now or two years from now, 3 years from now. They be like, you couldn't sell me that stock. I want nothing to do with that. Right?"

"Either the AI stocks, the MUs and the AMDs and the Nvidas and the Marvels and the Googles and all these stocks, they're going to go over to that other island and it's going to be a war zone and it's going to get ugly."

"Micron, etc., etc. As you know, I've already taken profits from Micron, from Rocket Lab, from AMD. I did not do it with Nebus."

"You know, the post was showing Micron and many other stocks and how well they're performing, right?"

"and then a stock like Micron up 1,239%."

"or Micron or AMD etc etc etc."

"Micron shareholders are currently on one [2s] of the wildest rides in the entire stock [5s] market. The stock is up 280% in the last [8s] six months and almost 900% in the last [11s] one year, 25% in just the last week and [15s] it just hit the $1 trillion market cap [18s] club. Wall Street is calling it the new [20s] AI supertock."

"UBS just slapped a $1625 [25s] price target on it, and the CEO is out [28s] there saying AI demand is breaking [30s] records that have never been broken [31s] before. Bulls are telling you the boom [33s] and bust cycle that's crushed Micron [35s] shareholders for years is finally dead."

"the bulls are [224s] telling you that it's over now. They're [226s] saying AI has changed everything because [228s] now Micron is signing these long-term [230s] contracts with the big AI companies at [233s] locked in prices."

"Micron is an American company based in [71s] Boise, Idaho. They've been around since [74s] 1978. And get this, they started in the [77s] basement of a dental office with four [79s] guys and some money from a local potato [81s] farmer. That is 100% a true story. [84s] Today, they are one of the three biggest [87s] memory chip makers in the entire world."

"AI is [146s] exploding. And AI needs a special kind [148s] of super fast memory called HBM. Micron [152s] makes this stuff. And right now, they're [154s] sold out all the way through the end of [156s] this year. And that is why this stock [158s] has gone absolutely crazy."

"There are [201s] three big reasons Wall Street's going [203s] absolutely crazy for Micron right now. [205s] Old case number one, the memory business [207s] has changed forever. This is the biggest [209s] one. For 40 years, the memory chip [212s] business has been one of the worst [213s] businesses on the planet."

"Bullcase number three, the profits are [290s] going through the roof. When you have a [292s] product everybody wants and you can [293s] charge whatever you want, guess what's [295s] going to happen? You're going to make a [296s] fuckload of money. Micron's last [299s] earnings report nearly tripled their [301s] revenue."

"So [750s] let's go do my own personal analysis on [752s] Micron. So it just joined the $1 [754s] trillion club. Now guys, price to sales [757s] ratio is one way to look at a company [759s] immediately and compared to others. [761s] Microsoft and Google sell between 8 and [763s] 12 times sales. This is 19 time sales. [766s] That's expensive. The market overall is [768s] at like three times sales, which is by [771s] the way already an expensive market and [773s] it's three times sales. But this [7"

"UBS analyst [244s] Timothy Aurori came out and said the [247s] market's going to start putting a much [248s] higher multiple on the stock because of [251s] these structural changes."

"According to UBS, the shortage is not [266s] going away anytime soon. They think DRAM [268s] memory will be under supplied until at [270s] least 2028. Now, ND memory would be the [275s] short until late 2027."

"Same thing. You might look at it going, [540s] "What the heck is going on here?" This [542s] 96 $95 a share up 10x in one year. [548s] Guys, the bears are looking at that [550s] chart and they're saying that's not [551s] normal. That's a bubble."

"And one more thing the bulls [317s] will point to, some of the biggest super [319s] investors on the planet are in the stock [322s] right now. Dave Tupper, the billionaire [324s] hedge fund manager who runs Apple loa [326s] management, owns about 1.7 million [328s] shares of Micron."

"But inside the community, members [402s] analyze over almost 4500 stocks just [405s] this year alone. That's the difference. [408s] That is what you get when you're in the [410s] room with us every single day. So, if [411s] you want to see what stocks Daltton and [413s] other community members are analyzing [414s] right now before they show up in the [416s] news, click the link in the description [418s] and check it out. Because remember, UBS [422s] only increased their price target [423s] becau"

"William [506s] Kerwin is an analyst, a senior analyst [508s] at Morning Star, and he said it [509s] perfectly. He said, "Memory is a [511s] commodity. There are multiple companies [513s] making chips that are basically the [514s] same. When that happens, you cannot keep [517s] prices high forever.""

"247 Wall [640s] Street looked at insider transactions [641s] from February through May of this year. [643s] They found 63 trades. The people who [645s] know this company better than anyone [647s] else in the planet are dumping their [648s] shares while Wall Street is telling you [650s] to buy. That should make you stop and [652s] think."

"He looked at the numbers and [356s] he said, "There's a lot of value here." [358s] That's when the stock was under $90 a [360s] share. That was before the trillion [362s] dollar headlines. That was before UBS [364s] slapped a $1,600 $25 price target on it."

"Barclays said $1,175 a [170s] share. And Wall Street is telling you [172s] something very specific. They're telling [174s] you essentially that this time is [176s] different. They're saying that Micron [178s] has signed new long-term contracts that [180s] lock in high prices. So the company will [183s] never crash again like it has in the [185s] past. That is a very, very large claim."

"When prices go [482s] up and demand is crazy like it is right [484s] now, what are other companies going to [486s] do? They build more factories. Micron is [489s] building, Samsung is building, SK Hinix [491s] is building, everyone is building. And [493s] in two or three years when all those new [496s] factories come online, you're going to [497s] get something called over supply."

"Now guys, I'm not [371s] saying that Daltton is some savant that [374s] sees everything. But this is an example [376s] of something that he said, "Hey, there's [377s] some pricing power here." Now, I haven't [378s] personally talked to Dalton about Micron [380s] in a while, but we're going to look at [382s] the numbers here, and my guess is that [384s] when a company 10xes over one year, the [387s] price versus value is going to be a lot [389s] different than it was a year ago."

"Bear case number three, [623s] the people who run Micron are selling [624s] it. Now, this one's a big red flag for [627s] bears because if the future is so bright [629s] for Micron, if the stock really is worth [630s] $625 a share, you'd expect the CEO and [633s] executives running this company to be [635s] buying more shares, right? They are not. [637s] They're doing the opposite."

"Now to the bare cases because just like [453s] Daltton spotted value right now there [455s] are some serious warning signs hiding [457s] underneath this rally that almost nobody [459s] on Wall Street and definitely nobody on [461s] YouTube is talking about bear case [464s] number one. The memory cycle is not [465s] dead. It is sleeping."

"Bare case number two, the stock might be [523s] in a bubble. Let me show you what's [524s] happened to the stock. This is a [526s] six-month chart on Micron. And I may sit [528s] there and say, "Well, Paul, it's, you [529s] know, it's going up." But guys, this is [531s] $200 and some dollars a share. In six [533s] months, it's almost $1,000 a share [536s] in the last one year."

"If the bears are [693s] right, the people buying Micron today at [694s] $1 trillion are going to get crushed."

"Here's a few interesting facts about Micron, ticker symbol MU. I cover the stock very often, so I'll keep it short and sweet. Micron is the only US company that makes high bandwidth memory for AI data centers."

"Micron even after taking profit still here number nine close to 4% of the portfolio up 973% on that."

"In today's video, I want to discuss why I don't own Micron stock and what my thoughts on Micron are today."

"let's just hop right into it and get started by talking about Micron stock."

"Now what's interesting about Micron is even after a 1300% run the stock is still trading for under a 10 forward price to earnings ratio and this is causing a lot of people to think that the stock is looking very cheap because it is growing so much."

"But the theory today is that this time is different and this cycle is not going to be the same as previous cycles where every single other time that Micron's earnings have historically spiked, this time the earnings are not going to decline over the next few years, which makes the stock look very cheap and like a buy."

"So let's take a look at some of Micron's metrics now and we can see that its revenue is absolutely exploding with roughly $24 billion of revenue reported just in its last quarter."

"So the fact that Micron's earnings are absolutely exploding right now and this is causing the stock to look cheap on a forward price to earnings ratio basis is actually a signal that it could be looking expensive because this is how cyclical companies work."

"And I think that this is also why a lot of people are asking me about Micron stock because its revenue and its earnings are going nuts."

"So the reason that I am staying out of Micron stock and I'm not looking to enter it here is because I am skeptical that its earnings will be sustained over the longer term."

"However, if we take a look at Micron's long-term track record of earnings, you can see that this business has historically been very very cyclical."

"I don't need to be right or wrong on Micron stock."

"So what I want to show you now is Micron's historical earnings and price toearnings ratio."

"So no one knows where the top is and you just got to know that yes the stock does look cheap but the earnings could take a turn for the worst very very quickly and then Micron could look extremely expensive in hindsight."

"because companies like Dell, Micron, AMD, uh SanDisk and those types of companies are seeing their earnings explode because there are bottlenecks and the hyperscalers are just spending so much money to build out data centers and the AI infrastructure."

"is Micron Holdings, Micron Technology, ticker symbol MU, which has been going absolute crazy this year. Salute to any and everybody who got busy with Micron."

"This one also has Micron Technology in here. Ticker symbol MU."

"AMD, Micron, when do you sell these [3s] stocks?"

"Let me know in [169s] the comments section how much money [171s] you've made on AMD or Micron."

"Micron was up another 21% just the other [1145s] day. AMD up another 8%."

"I don't want to be [1234s] buying Micron here. Definitely not."

"So, if we're making the argument that Nvidia and Micron and AMD are making these great chips and they're going to start kind of like div, what about this kind of stuff?"

"Then [23s] Micron Micron is a trillion dollar [25s] company. Micron is a 10x for me and so I [29s] did take some profits of Micron around [32s] 50% actually of what was left of that [35s] position."

"the usual suspects. AMD [110s] was up 7.7. We have a Micron that's up [113s] close to 20% today. Clack is up 6.5."

"And by [159s] the way, Micron, Micron is a trillion [161s] dollar company that just went up 19%. So [165s] Nvidia is worth five times micron at the [167s] moment and Nvidia couldn't catch a break [170s] actually more than that as you can see [172s] right here and actually before we do [174s] that this is basically what I did 24 [177s] shares 50% of the position that's was [179s] what was left of my micron position 880% [184s] gain selling 50% of what's left it's [186s] been an amazing ride but I"

"Then we have Micron 138% year [408s] to date."

"Nobody wanted, you know, AMD, Micron."

"Do I plan on adding? No. Could I potentially take some more profits if they continue to move upwards? Very, very likely, just to increase the cash position. And then we'll see. Then we'll see if we do see a small correction, let's say, in the back half of the year."

"Then we have Micron 6.56%, cash position, Meta, Oscar Health, Dlo, Rubric."

"of course, selling covered calls right now for the high-flying names like a Nebus Rocket Lab, AMD, even a Micron, things like that, it's highly profitable, very, very profitable at the moment."

"um could even be big for companies like Micron as well. Listen, the Chinese market is not even close to what it should be for companies like Nvidia or AMD right now."

"the usual suspects right now are green which are Intel Micron and Marll a little bit red"

"And of course, what does that mean for everybody else? Nebia, Core Reef, Micron, etc., etc."

"As for the high-flying names, yes, Micron went from over 800 to now 700 or so, but doesn't really make that much of a difference."

"Micron kind of a similar [40s] situation. People are wondering, has [41s] this stock already peaked or is there [43s] about to be another big run in Micron [45s] stock? The stock's down about 15% from [47s] the highs it hit uh right around two [49s] weeks ago or so."

"Third [64s] subject up here, Micron. Same exact [66s] thing."

"Whether we [250s] go back to Nvidia from a couple years [251s] ago, whether we go to AMD recently and [253s] Micron recently and SanDisk and some of [255s] the memory chip plays, right? People are [257s] like, uh, I don't know."

"Okay, next one up here, [1108s] Micron. So Micron's an interesting one. [1110s] Uh, different dynamic than AMD and [1112s] Nvidia, right?"

"Now, MU could make a move to a,000 plus [1195s] if these estimates are low."

"Micron, I can go to several [1283s] different suppliers and get chips in [1284s] memory chips just equivalent."

"and they bought [173s] more Micron as well."

"then Micron"

"I think the market has switched the attention towards an SK Hindings, a Micron, a Samsung, these types of names. Now, with Micron, we still have some time until they report, but Nvidia still very, very important based on the capex and all of the other names that have reported."

"Micron"

"and another 17.24% trim in Micron. Why? Why did I do it? Well, quite simply, I made quite a lot of money on these names."

"since most of my portfolio already reported other than Rubric and Micron and of course a couple of shares of Nvidia for this week, what am I doing?"

"or even Micron, a stock like that, or a lot of other stocks. You want to buy them at those rock bottom pricing, not once they're all the rage up there."

"We saw this play out perfectly with Micron. My patrons know that I called this one back on April 15th when MU was sitting at $431."

"and captured a massive profit as Micron nearly doubled to $818 in just about a month. We nailed that one because we looked at the math of the supply chain instead of the noise of the news cycle."

"Micron isn't just selling chips anymore. They are selling the oxygen that the AI revolution needs to breathe."

"And when there's no supply, the Micron monopoly gets to name their price."

"It owns the big three, Micron, Samsung, and SK Hynix, and it's been a massive performer since it launched."

"I'm currently holding my Micron position because the why I own it hasn't changed. The supply is still zero and the demand is still rising."

"For Micron, I'd be a buyer on a consolidation back toward the 480 level."

"Look at the eight PE multiple on Micron even though Micron traded at an eight PE multiple forever."

"Micron, SanDisk, all of these [104s] names, Nebius are all up substantially [108s] over the past couple of weeks or even [110s] year to date."

"For me if I were to buy any of these big [378s] names the the Micron's the AMD even [380s] Nevius [381s] I would need to see this come down [383s] significantly."

"I'm not saying that [419s] Micron or AMD or all of these names [420s] cannot continue to go up."

"because I do own already Micron AMD [452s] Nevius and these types of names."

"when we started buying Micron,"

"Micron technology, right? Micron is up from its lows 523%."

"Look at the numbers on Micron. The stock went from roughly $430 to $818 over the last month. That's insane."

"Micron double in 30 days right after we dropped the thesis in Patreon."

"Jerry posted a Micron CSP, which is a cash secured put, trade alert with a top-notch thesis write-up."

"Mike locking in nice gains on Micron."

"I also know the name Samsung. I also know the name Micron. Um performance specifications outweigh brand prestige."

"Micron 17.24%."

"Now, yes, Micron again, Micron on paper still very very cheap. All all of that is great and fine."

"I've taken profits from Google, from Rocket Lab, from Micron, from AMD."

"eight Qualcomm 11% SanDisk is down Micron is down"

"First up is Micron, ticker MU, the high-bandwidth memory powerhouse that's currently the primary engine for data center growth."

"Micron leads at 194.1%, SanDisk is right behind at 162.9%. AMD follows 41.6%. Seagate is at 32.2% and ASML is at 19.7%."

"Micron is the absolute value play for anyone hunting high-growth margin."

"Tom just locked in $648 on Micron"

"I've got five heavy hitters in the ring today, Micron, AMD, SanDisk, ASML, and Seagate."

"From top to bottom, the order is Micron leads at 41.5%, SanDisk is next at 34.2%, ASML follows at 29.7%, Seagate comes in 21.6%, and AMD lands last at 13.4%. Micron takes the top spot here, proving they are capturing massive value in this current cycle."

"Top to bottom it goes, Seagate leads at 50.3%, ASML is next 40.1%, SanDisk follows at 34.4%, Micron comes in at 14% and AMD is last at 13.1%."

"The order is SanDisk leads at 33.8%, ASML is next 26.6%, AMD follows at 22.9% and Seagate comes in 21.9% and Micron is last at 17.7%."

"From strongest to weakest, the calculated ratios are: Micron leads at .27, SanDisk .61, ASML follows 1.39, Seagate comes in 2.42, and AMD is last at 3.89. It matters because a stock can look fine on raw forward PE, but once you force it against actual profit margin, the picture can change fast. Micron wins this round decisively and the spread is wild. AMD is about 14 times more expensive per unit of profit than Micron is right now."

"The order is: SanDisk leads at 5.9%. AMD is next at 6%, ASML follows at 13%, Micron comes in at 14.9%, and Seagate is last at 381.6%."

"Micron was right there with them, leading the charge on pure profitability and offering the best value for profit ratio in the entire group."

"Did you make money with MU? Did you make money with the Spy? Did you make money with Tesla? Did you make money with AMD?"

"These next plays, if you miss AMD, if you miss MU, if you miss Google, I don't want you to worry, okay?"

"They're not They're not ready yet. The momentum is in AMD, the momentum is in uh Intel, the momentum is in Nvidia, the momentum is in Micron,"

"Buy all dips, okay? On the strong stocks, MU, AMD, Intel, Nvidia, Tesla, any of the any any of them kind of plays, okay?"

"We got MU cooking."

"You're looking at Micron stock, 774% gain over the past year. Greatest stock market ever. Like Micron, $811."

"Now Micron, another massive memory chip company, $95 billion market cap, 14th biggest company."

"Everybody's talking about AMD, Micron, SanDisk, all these stocks that have run crazy, right?"

"Okay, but Micron and AMD, these stocks were so insanely hated just a year ago at this time."

"If I even brought up Micron, no one cared about Micron stock. Give me a break, right?"

"AMD, Micron, these companies have the earnings like their earnings are incredible and they're they're booming, right?"

"I was looking at Micron's a little higher level subject for individuals out there. I was looking at Micron's net margins projected on 1000x, right?"

"If you own Micron stock, also congratulations to you. Look at this stock. $764. A legendary run just in the past year, right?"

"What are the next AMDs, the next Micron type stocks over the next one to two years."

"Nvidia, AMD, Micron, TSM, those stocks are holding the whole show up right now, right?"

"Cuz if you're going to sell your AMD, your Nvidia, your TSM, your Micron, whatever, right?"

"Let's talk about what the next AMD MU type stocks are. Right? And when we're talking about these sorts of stocks, AMD, Sandex, Micron, Intel, right?"

"Micron stock, people are like, big deal. Micron, yeah, they make good profits, but it's just a memory chip company. Who cares about Micron?"

"stocks like Nvidia, Micron, Verdive, and Cororeweave long before the rest of the market."

"We did get paid a little dividend from Micron, but then again, I don't think a dividend is really what we're looking for here right now."

"Micron, the overperforming one."

"Again, with these types of names, a Rocket Lab, an AMD, a Micron."

"Then Micron, one of the cheapest name here despite it being up so much."

"Do I need it to go to a,000 to $1,500 or whatever? No. Can I take profits? Definitely. Will I be sad if I miss some more upside here? Probably not. Did quite well with that position. I think there are some other names out here where I don't have to think about are reaching the top, are we not reaching the top? Some people would like to catch every top possible that's completely fine. The way I manage it is is a bit different has been working and so right now I think it's for me personally time t"

"Micron at 0.64"

"Micron up 13"

"As someone that is bullish in the space. I own Micron, I own AMD, I own Core Weave and Nebius."

"For Micron, for SanDisk, for Western Digital, it's all the same, right? Memory, cyclical business. But, I do think yes that this time it is different, but with some caution. It is different because for a Micron, for example, by the way, for all three, insane amount of demand, not enough supply, not enough capacity."

"I own Micron. I own AMD. I own Nvidia. I own Qual Reef. Yes, I am thinking about taking more profits. Especially for Micron, for example. My average for Micron is $90."

"The thesis for me with Micron last year, now you could say, "Oh, you should have chosen SanDisk." Okay, shoulda, coulda, woulda. With Micron, it's that yes, we are still going to be in cycles here, but I do think that the cycle is going to go much higher and it's going to last longer."

"AMD [511s] could be one of those, right? Micron, [513s] MU's one of those."

"We recently saw Freaky Trout lock in $11,159 on Micron"

"The first stock in my sights is Micron, ticker symbol MU. This stock has almost 5x'd since I started covering it and I still think it's undervalued."

"which helped me find stocks like Nvidia, TSMC, and Micron years before the rest of the market."

"And then there's Micron. Most people don't talk about Micron the way they talk about Nvidia, and honestly, that's a gift for people paying attention. Memory chips, specifically high-bandwidth memory, are essential to every single AI workload that exists. The supply shortage driving that demand is real, it's structural, and it's being dramatically underestimated by a lot of retail investors right now."

"Nvidia, AMD, Micron, those sorts of companies are benefiting massively from all this."

"I'm much more confident in Nvidia, AMD, Micron, those sorts of stocks, right?"

"You have to own either Nvidia or you have to own AMD or you have to own Micron."

"MU stock, Micron, has increased 715% the past 3 years."

"Yeah so I would say it's it's tough to [428s] determine like an exact winner or loser. [430s] I'd say people that are really really [431s] good at specific things. So companies [433s] that like Micron that are really good [434s] with their memory chips and businesses [436s] that are able to have a lot of data."

"If Nvidia is the compute, then Micron is the memory."

"Now, I'm going to move along to the next [353s] one on the list, which is Micron [354s] Technology, where every supplier of [357s] high-bandwidth memory on the planet is [359s] completely sold out through 2026."

"The second layer is the silicon stack. Micron, Amkor, Broadcom and Marvell. This is where the highest upside lives over the next five years."

"Our next pick on the list is Micron, where they make the DRAM and the high bandwidth memory chips that sit inside every AI server on the planet."

"Analysts have Micron forecasted with a 47% upside over the next 12 months."

"Next, I'd put $20 into Micron."

"Right after that, on March 18th, Micron reported earnings for what might be their best quarter they've ever had. Revenues jumped by around 75% quarter over quarter and 196% year over year, while earnings exploded by over 700% thanks to the insane demand for high bandwidth memory."

"Micron and Intel in the US"

"The risks are much lower for US companies like Micron and Intel. They'll still see higher prices, but they have access to more domestic energy and helium. So, the risks are mostly to their margins unless they pass those increased costs onto their customers."

"Micron could be one of the biggest winners from this whole fiasco, at least relatively speaking. Micron makes high-bandwidth memory for AMD's Instinct MI350s, for Nvidia's Blackwell and Rubin GPUs, as well as DRAM and NAND memory for Qualcomm and Broadcom, and even flagship smartphones and major automotive companies. Unlike Samsung and SK Hynix, Micron has access to helium from North America and depends less on LNG that goes through the Strait of Hormuz. On top of that, they have record-level ma"

"The only stocks I'd actively be buying in this scenario are Micron and maybe ASML. Micron's HBM 4 capacity is already sold out for 2026 under long-term contracts and they're based in the US, which I think more companies will find very attractive if the situation escalates."

"The companies with safer supply chains and real pricing power like Micron and ASML are the ones that I'm betting on even if things stay the same or continue to escalate, making them a great way to get rich without getting lucky."

"Micron is one that I find the most interesting here because they happen to source their helium domestically. While Samsung and SK Hynix, they are fully exposed to this Cutter disruption."

"Then I'd put $25 into memory, specifically Micron, because they have the best geopolitical insulation with domestic helium sourcing."

"SK Hynix and Micron both have completely pre-sold their entire 2026 output. And Micron has already shifted entirely away from consumer memory to focus specifically on data centers. And they just posted their highest gross margins in company history at 75%."