MU
Micron Technology, Inc.
stock NASDAQ

I agree. I am long MU. Would not touch sandisk.

Surprises MU wasn’t mentioned

You are just as guilty- glamorizing day trading but in your own, seemingly rational way.
What if that 1 trade doesn’t come within the fantasy time limit you envision? Say, “oh well” and close down the computer? Probably not. You’ll probably be glued to the screen. There’s nothing wrong with spending 6 hours at the screen. Most people spend an hour of commute, and hour of getting ready, 8 hours at work, and probably more.
I roll out of bed and confirm the leaders of the market, or just keep yesterday’s leaders on my screens, and wait for the setups.
I feel the same as you- I “should “ be done after an hour or so, especially after a profitable trade. However that is its own demon. You know you could trade more, and if you are already profitable, then all it takes is waiting for an A+ setup to make a little more, or a lot more.
Yesterday AGQ moved $15 in one easy to capture move. The day before it moved $10 in 20 minutes in a super clean bullish structure. SNDK moved a massive amount, as did MU. Those moves are always there, just with different symbols.
Yesterday I made over 2% of my account in the first 30 minutes and emotionally I was done for the week. But I kept watching the charts. More opportunities appeared. However I didn’t take them because I felt like I was done. That’s emotion creeping back in, even though it was from a positive perspective.
Emotion needs to be cut out regardless of the circumstances. I could have made 8% yesterday if I just got out of my own way, and all without fomo. What else was I going to do with my day? I ask because trading offers more free time. There was the gym, and..what else? Go on a walk? What am I supposed to envision? Whatever it is, I need access to my computer and strong internet practically every day.

I had a cost basis on MU at $20…Sold all 4500 shares years ago and have hated the stock for the last 3 or so years bc of it.

BUT China invading Taiwan or increasing perception that it will will rocket MU's stock price.

MU

MU

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The stock chart is practically a vertical line up. Micron is a cyclical company and an excellent short. It took over 20 years for MU to regain its all-time high following the Dot Com bubble.

MU has huge upside. They already sold all their HMB chips for 2026. So revenue and earnings forecasts are fairly accurate for this year. They are having a massive jump in EPS from Q1 26 of 4.78 to Q2 26 of 8.4. That’s nearly a double in EPS. This is the reason they are trading at a forward P/E of 11. I
The projected EPS of this stock is 32. Typically to run projection numbers for stock prices you multiple the projected EPS 32 by anticipated fair market P/E for a stock in this sector. Which I would say a P/E of 30 is.
That’s 32x30 =960 of fair valuation by the end of FY 2026.
Being that the Forward P/E is 11 shows this stock is undervalued despite being at ATH

GPUs are so 2025, this is the year of the CPUs. Intel fucked up and couldn't meet demand for their older generation server CPUs and left a ton of money on the table. They basically sold out for all of 2026. Jensen Huang is on record saying Nvidia will be the biggest vendor for CPUs going forward.
Calls on INTC and AMD (and ARM to a certain extent). Think MU memory type of shortages, but unlike MU which only has 11% market share, INTC has 72% market share and AMD 28% of the data centers server CPU market respectively.

seems like $AMD want to have a $MU moment

+22% carried by MU and Silver despite actually being down on most of my stocks

MU and SNDK lately. I still hold GOOGL, AMZN, META, MSFT, JPM, PLTR, LLY. I want to let go of AAPL, AVGO, and UNH. I already sold TSLA because Elon is too political.
Message is individual stocks are still a good deal. Just watch PE ratio, PEG, RSI and 50 and 200 Moving Averages.

You're asking about, let me see... comparing two companies that do unrelated things... for a half year time horizon... that you are bearish on but still bullish on... but only for a small investment... just to chase hype but you've done "research" in the sector.
- MU and ASML do unrelated things. Comparing these two is like comparing KO and WMT because they are consumer staples with some overlap in the supply chain.
- What do you expect when asking for predictions on half year time horizon, for one of the most capital intensive industries that require multi-year projects?
- You want to invest even though you believe it's going to pop. This means you aren't the "huge believer" you think you are, or you think you can time it within a half year time frame.
- You're already biased, so any "research" you do is moot. You're just trying to validate a conclusion you've already made that was based on hype. And now you're seeking approval from social media.
- Why does any of this contrived, backwards logic even matter. You're only putting in a small fraction of your portfolio. Go put it into an ETF if you're just looking for limited exposure.

After Intel (INTC) filed its annual 10-K report with its fourth-quarter results, some notable findings include the semiconductor giant's external foundry revenue and possible benefits for AMD (AMD), Wells Fargo said.
External foundry revenue for the full-year was $307M, including $222M in the fourth-quarter, up sharply from the $159M in 2024, Wells Fargo analyst Aaron Rakers wrote in a note to clients. However, the de-consolidation of Altera, which Intel partially sold to private equity firm Silver Lake in September 2025, contributed to fourth-quarter external revenue, Rakers added.
Intel generated $4.51B in foundry-related revenue for the period ending Dec. 27, out of a total $13.67B.
Rakers has an Equal-Weight rating and $45 price target on Intel.
Additionally, Rakers said the 10-K disclosed that 2025 server CPU volume grew 9% year-over-year. However, the average selling price fell 4%, due in part to pricing actions taken in the first-half of the year and a higher mix of “lower core count products,” Rakers added. As such, he believes that fourth-quarter shipments of server CPUs grew 8% year-over-year, down from 13% growth in the second-quarter and flat in the third quarter.
“While we have not yet seen preliminary 4Q25 server ship estimates, we note that Micron's (MU) outlook that CY25 server ship would increase ~15% y/y (reflecting a strong acceleration [through] 2HCY25; Gartner estimates 1Q25-3Q25 was +1% y/y) would imply 4Q25 server shipments up 15%-17% y/y,” Rakers said. “Our estimate of Intel's Xeon CPU ship at +8% y/y would leave us incrementally positive on AMD's server ship results for 4Q25.”

When looking at ASM it makes more sense to look at LRCX than it does MU that's just my 2 cents.

Given todays valuation (2026-01-24) I believe there´re 2 great picks with low potential downside and good potential upside.
1. Marvell technology. High growth relative to valuation. Multiyear XPU partnership with amazon. High exposure to foreign markets which will be a tailwind with a weaker dollar.
2025 EPS / PE: 2,84 / 28,36
2026 EPS / PE: 3,58 (+26,1% YoY) / 22,49
2027 EPS / PE: 4,81 (+34,4% YoY) / 16,73
2028 EPS / PE: 6,24 (+29,7% YoY) / 12,91
2. NU holdings. High growth relative to valuation. Still low penetration relative to the TAM of central and south america. Mexico turning profitable this year with new markets in sight. Benefit from a weaker dollar since their asset light digital bank is built on american tech rather than labour.
2025 EPS / PE: 0,6 / 29,5
2026 EPS / PE: 0,86 (+43,3% YoY) / 20
2027 EPS / PE: 1,13 (+31,4% YoY) / 15,35
2028 EPS / PE: 1,61 (+42,5% YoY) / 10,78
Other that those mentioned I´m also bullish about BN, ADBE, UBER, PYPL, MELI, AMD, MU, CSU, DELL, CITIY, NVDA, AVGO, AMZN and more at today valuation.

Micron MU. Micron’s fundamentals are arguably the strongest they have been in a decade. High Bandwidth Memory HBM is sold out for all of 2026. This memory supercycle is just starting.

MU, NFLX, NVO Hz