MU
Micron Technology, Inc.
stock NASDAQ

As yall know, AI has been absolutely booming in the past few years. When it first rolled around, the obvious bottleneck was the physical supply of chips, which is why companies such as Nvidia and AVGO (just to name two) skyrocketed and 10x in a few years. Last year, we saw a boom in energy demand, as data centers (i.e. hyperscalers) realized the insane energy demands needed to get these largely build data centers into action. Now, the market seems to have shifted back into an aspect of hardware - namely memory and its adjacent aspects.
Obv we all want to find the next bottleneck for AI, as each of these past bottlenecks ran up 500-600% in a very short period of time.
After some research, I am just putting my two pieces here: I think Co-Packaged Optics and Linear Drive Optics will be the next AI bottleneck. Naturally I did not come up with this idea, and the market seems to have reacted a bit to price this next bottleneck in, but I think there is a long way to run.
Obviously, I may be early, but I am confident that this sector should run up sooner or later.
For some context: Co-Packaged Optics (CPOs) and Linear Drive Optics (LDOs) are basically just optic cables that are used to transfer data between machines within a data center (usually within a few meters) efficiently. Currently, the industry seems fixated on copper (which is also partly why copper has ran up quite a bit in the last few months). However, copper info-carrying wires require huge amounts of energy to maintain (in fact I think I saw this stat where it said these copper wire transfers made up of 30% of total energy consumption in a data center or smth). Obviously, this is not sustainable. The next available technologies seem to be CPOs and LDOs. These technologies are basically fiber optic cables that use light and a laser to transfer info. This is much more efficient than copper wires. I must admit this bottleneck may not be as apparent as the memory shortage, but I believe should surface sooner or later.
Key companies public working in this industry include Coherent Corp. (COHR) and Lumentum Holdings Inc. (LITE). The most obvious and pressing issue that can be seen w these companies is the insane PE they are at (200+ and 500+ respectively). However, I would just like to point out then Micron (MU) was also trading at a crazy 130+ PE in late 2024 before must realized the memory bottleneck. It seems that the industry is planning on to start large scale integration using CPOs and LDOs around 2027. To me, this seems like a very similar setup to when OKLO ran up like crazy due to pure speculation.
I am not an expert, do your own DD. But these are just my personal thoughts. Yall are welcome to poke holes in my argument. Admittedly, I have yet to buy in to either of these companies, just seeking advice.

Wen MU 500? A bunch of you regards have march calls and that scares me I might have to roll out longer. Im worried MMs will cuck till earnings out of spite

Short MU

MU 500c 3/20

Money leaving Mag 7 for AI infrastructure building. My latest buys were CAT, APLD, AMAT. See also energy like GEV, NLR. Already loaded with LRCX, MU, SNDK.

Why on earth would anyone buy Corsair calls? You just said yourself they don’t make the ram and I can and have bought MU calls. So???

Which ones do you hold? I got MU 450c for Jan 2027 and SNDK 700c also for Jan 2027

Your thesis is everyone’s thesis, which is why MU and NVDA have exploded already. The upside is priced in already

Back in April 25 I had all my guys buying any and all MU they could under 85 for commons. I said it would be the easiest 200% they'd ever make. We all sold at 200% MU never stopped trucking

Okay first of all none of them are down 50% since October, lol. Secondly you are conveniently ignoring the players like MU and SNDK who are 1000%+ who are also in your “AI stocks” group. Maybe you should understand what is going on before insulting others intelligence.

The point is to find the company to start with from Morningstar analysis, not the opposite. If I already looking into company I already found something interesting in it. But I see I missing some fundamental shifts (like MU this summer) and I would appreciate some analytics to bring me to it.

No GLD?
I’m like 25 percent cash, 15 percent GLD, rest stocks with heavy AI focus (MU, SNDK, ASML, GOOG, TSM…)

Lmao I was just thinking about all the cash I'm saving and throwing it directly into MU

Don’t come for me (lol) cause it’s probably a dumb question, but do you think it’s too late to get into MU and Sandisk this coming week?

I don't, but only because I'd have to sell something else to get more MU shares back, and pay the tax on those gains. MU is still my 3rd largest holding, the main reason i sold half was that the huge run suddenly turned it into 35% of my portfolio and I wasn't comfortable being that leveraged into one single company. 
With that said, if I had spare funds and didnt already have a position started. I wouldn't mind buying here. Short term who knows, but long term there's no way that this is the top! 

Any one seen any projections/market analysis for LPDDR5; trying to better project future growth in my MU valuation model (which is more focused on HBM right now).
TLDR: models and infra appears to be skewing away from GPU memory (eg Ruben).

pull ported MU shares this week

Its too early to say anything, with LEAPS you can be in red 10 months and then go to the moon in the last two.
If you don't believe me, look at MU, if you bought LEAPS in Jan'25, when MU was around $100-$105, with expiration date of Jan'26, you would have hated your life for most of the year.

Msft had a big dip. MU is still beat all time highs

MU stock