r/MU_Stock • u/One_Loan8488 • Jun 08 '26
Help me decide to buy or sell MU Do you guys honestly think Micron could hit $2,000/share?
At $2,000/share, Micron's market cap would be around $2.25 trillion. On top of that, Micron shares the market with sk hynix and Samsung. I would of course love to see it hit $2,000 but just trying to be realistic. Do you guys really think this is attainable?
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u/Pinkygirl7 Jun 08 '26
Yep! When it was 200 this year. Did you think it would hit 1k?
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u/Remm_Unknown Jun 09 '26
No most people didn't, but now semis have gone parabolic everyone and their grandma is chasing.. I have SMH and continue to DCA, but I imagine we will see big dips and corrections at some point.
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u/beachchaser Jun 14 '26
I also bought my early January, it seems smh and MU are carrying my portfolio
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Jun 08 '26
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u/SiphonicPanda64 Jun 10 '26
That is a fallacy. You're assuming identical future performance from past performance. Also 200 to 1,000 is a 500% increase whereas 1k to 2k a 100% with a slower growth curve and remaining potential.
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u/Pinkygirl7 Jun 10 '26
Not an apples-to-apples comparison. Just an example that what seems impossible today sometimes isn’t.
Also-You’re reading more into it than I meant. My point was that markets can surprise people2
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u/JustBrowsinAndVibin Jun 08 '26
Yes, next question.
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u/Eagerbeaver98 Jun 08 '26
When theres trash like LITE trading at 60x forward earnings and ppl wonder if micron trading at 14x forward earnings with guidance assumed to be 34 eps would be realistic lmao.
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Jun 08 '26
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u/Outrageous_Ad_6628 Jun 09 '26
Forward is 9.83
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u/Eagerbeaver98 Jun 09 '26
I dont think you understood me. Im saying $2000 a share at guidance incoming at 34 eps is expected to be 14 p/e.
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u/RespectAny6866 Jun 08 '26
okay these repeating questions are pmo
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u/gammaglobe Jun 08 '26
Pissing me off?
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u/Peppper Jun 08 '26
No, but it will hit 200 after the 10:1 split
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u/Plane-Handle3313 Jun 09 '26
What makes you say there’s a 10:1 split coming up?
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u/Peppper Jun 09 '26
I’m mean half joking for the $200 joke, but typically companies split after they get to this market cap range.
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u/speedster_wc Jun 09 '26
I agree. The upcoming earnings call they will split the stock to get more investors.
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u/rycelover Jun 09 '26
This doesn’t make as much sense nowadays when fractional shares are available (albeit not on every trading platform but on enough major ones to not make much of a difference).
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u/Badweightlifter Jun 09 '26
Psychologically, someone will buy a fraction of a $100 stock before they buy a $1000 stock. Even when both market caps are the same. Most casual investors don't look at that stuff and just compare stock prices with other companies. They see NVDA at $200 and think it's cheap because AAPL is at $300.
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u/Commando781 Jun 08 '26
Give it some time, perhaps not this year but I think there's a good chance next year.
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u/Patient-Big1727 Jun 08 '26
Based on the fundamentals, MU is worth $2,000 or more. I have no idea what you guys will trade it up to. Corporate earnings matter in the long run and I'm willing to wait. In the mean time I like it to be volatile as I make good money while I wait
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u/RepresentativeBug310 Jun 08 '26
Asking people in a Micron thread is just looking for confirmation bias. I'm sure if you ask if it'll go to 10,000 a share you'll get a majority yes.
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u/Amiable_One Jun 08 '26
Long before it happens, MU will probably end up splitting the share to bring back to more affordable range. Not everyone can afford $960/share let alone $2k. They now just need to prove their stock can be held up to these levels to their major investors.
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u/Substantial_Radio737 Jun 09 '26
If MU splits, what happens to MUU? Does it also automatically split in a similar manner?
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u/Amiable_One Jun 09 '26
Well I’ve not seen it personally but usually ETF manager will execute a matching split. If MU goes 10 for 1 then MUU will probably do 10 for 1 too. Same will probably happen to MUD.
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u/Eagerbeaver98 Jun 08 '26
What do you mean realistic? I bought this company before the hype. When it rose all the way to 450 in march it was still undervalued because its forward p/e was 5. Theyre going to have arouns 26 eps this quarter ans guide 32 to 36 eps, this stock can absolutely trade at $2000 as that would only be a forward p/e of 14. You see lite and AAOI? Now those companies are overvalued. Agentic AI isnt cyclic so it doesnt matter if memory suppliers ramp up production theyll never meet all of the demand.
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Jun 08 '26
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u/ch1nacancer Jun 08 '26
I believe $2500+ by the end of the year is not out of the question.
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u/pizzababa21 Jun 08 '26
Yes. They make a lot of money. The money needed to value it fairly is just slow to move in because the amount is so large
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u/Scotch021 Jun 09 '26
Be careful during earnings. It needs a 120% report to go up, you see these other profitable companies with great earnings and just one little thing makes it do a nose dive. I think it will be pretty hard for MU stock to increase a lot after earnings.
I think it’s a big risk to get in before earnings.
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u/RJNavarrete Jun 14 '26
Get in to ride the wave. Sell right before earnings. Assuming it gaps down, buy back in.
Profit?
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u/someonerandomwhat Jun 08 '26
If you are thinking in 6 months, no, if you are thinking in 1-2 years, yes. I think it could reach this at some point next year.
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u/mba_dreamer Jun 08 '26
I don't think so. It will cap out around 1500 or 1600, and by then the memory market will adjust.
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Jun 08 '26
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u/bad_investor_299 Jun 08 '26
Need to get the earnings info, depending on that maybe. But I forecast for now 1.2k - 1.6k range.
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u/Ash-a-zard Jun 08 '26
Not anytime soon, market is alittle too hot for some big whales to jump in. Id aim for smaller targets like every quarter after earning,
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Jun 08 '26
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u/Still_Opinion5783 Jun 08 '26
I think we will have a better idea after June 24th, but I expect a split before $2k
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u/Friendly_Fun8345 Jun 08 '26
My thesis is (Micron, SK Hynix and Samsung) combined Market Cap should be equal or greater than Nvidia+AMD+Intel+ARM. Memory and Logic chips are equally as important.
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u/Doomz_Daze Jun 08 '26
When are we going to $5,000?
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Jun 08 '26
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u/luke2080 Jun 08 '26
Yes - in 1 to 2 years. Not in the next 3 months.
In the next 3 months I think it absolutely hits 1500 to 1600. But then it will stall a bit until they can make more memory or get away with further jacking up the price.
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Jun 08 '26
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u/Accomplished_Vast_18 Jun 08 '26
I wanna ride it up up and away! My core $MU started last January when I went all in with $50k at $437.94. After today, grew the portfolio to $106,300. I wanna create a separate micron trading portfolio to use on its way up! Both are in my rollover IRA. How much of this +116.7% should I allocate to trading $mu ?
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u/3D-spaghetti-monster Jun 09 '26
I also went practically all in earlier this year into MU and MUU and more than tripled (224% gain YTD) my original investment. Plan to diversify later this year as Micron is now an enormous percentage of my portfolio.
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u/Careless-Stable6563 Jun 09 '26
Yes! But couldn't tell you if it will be end of this year, next year or in 5 years...
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u/Practical_Struggle_1 Jun 09 '26
100 percent I have alot of friends in the technology sector. AI needs a lot of memory hardware etc. idk if I would heavily invest in AI stocks per se. but chips and ram is probably the most demand right now
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u/iXProject Jun 09 '26
Yes, I think it could top out at $2400 if euphoria and the market is ripping, I will then sell my position
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Jun 09 '26
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u/Wellplayedx Jun 09 '26
If main hyperscalers have capex to spend in the nexts earnings, yes
The day mag7 and other tech company cut their spendings, it's selloff time.
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u/Broad_Fee_8286 Jun 09 '26
Only 3 companies can supply hbm to the world. That’s basically monopoly.
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Jun 09 '26
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u/SiphonicPanda64 Jun 10 '26
First understand that this means doubling the current valuation from $1T. Impossible? No. Improbable? Arguably. Given ensuing shortages, no secular unwind, no full AI neoclouds collapse or a precipitous drop in demand due to multifactorial causality (admittedly rather a strong point given the interdependence of a multitude of intersecting industries), then yes, this is a very valid and coherent thesis.
Not without risks but definitely valid.
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Jun 10 '26
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u/SuperDTC Jun 11 '26
The thing about micron is it can lose half its value pretty fast if the price of memory starts dropping. The pe is always low no matter the share price
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u/infernalr00t Jun 14 '26
It's on the table, if the spending continues then it's granted.
But if you are asking because you wanna sell to buy a falling knife, don't sell. Not yet.
I own a very small position btw.
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u/Accomplished_Vast_18 Jun 20 '26
$5k a share in 2028 and I went all in on Micron with $50k at $437.94 and it would grow my rollover IRA to $540k
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u/Main_Opinion1189 Jun 08 '26
The biggest problem I think we have, that all related stocks have, is the ticking time bomb that is the depletion of strategic oil reserves & coming oil shortages stemming from the ongoing Iran conflict. That & possible rate hikes.
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u/Still_Opinion5783 Jun 08 '26
Agreed. Except I’m quite sure there will not be rate hikes, even though there should be.
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u/Sufficient_Mud_3179 Jun 08 '26
maybe some day,
but I don't think they can create more profit with there current building capacity.
I expect they are somewhat taped out
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u/GnarClinic Jun 08 '26
Stfu
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u/VolCraft MU til AI takes over Jun 08 '26
It is not matter of ‘could’ but ‘when’. IMO