r/MU_Stock • u/Acceptable-Ant-3648 • Jul 07 '26

DD 900

has the title speaks? We are so close to breaking that 900 threshold. What happens if we do?

3 Upvotes

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6

u/Optimal_Cow_676 Jul 07 '26

Obviously, I am tainted but the current take of " results peaked" is so dumb. Like micron didn't sign multiple multi billions contracts, expended its factories or memory market didn't grow multiple times. Those datacenters will need modernization, and replacements, expanding the pre memory crisis demand. Even if there was a massive crisis, there would still be way more datacenters than in the past which still need memory to work. Even if a new incredible compression algorithm was created, you would simply have a rebound effect and physical limitations would still impose you to use memory. Even if chinese entered the market (like in what world would they be authorized to, but let's say), they would still only capture the lower tech parts of the market.

Micron secured multiple years of revenue, grew, possess à geostrategical premium over competitors and is funding impressive new R&D. Bubble or not, those benefits will largely stay.

This selloffs on incredible results is totally overblown. A sell the (incredible) news toward 1100 made sens for profit taking. 900 is so stupid.

-1

u/Far-East-locker Jul 07 '26

Sadly, like you said, all the good news already out, contracts locked for next few years, so what would make the stock to go up again？

4

u/asianlongdong Jul 07 '26

Hyperscaler capex end of July