$MU Long!

Top analyst Timothy Arcuri just released a major research report, sharply raising Micron's target price from $535 to $1,625, setting a new record on Wall Street. This veteran analyst, who has long been a leader, predicted a turning point in 2018 causing Micron to plummet 51%, then precisely bottomed out in 2020, with a historical success rate of 73%. Now he leads the charge, and I directly invested $750,000 in long positions, waiting for the main upward wave to fully ignite!

1. LTA long-term agreements completely rewrite valuation logic: Large-scale cloud service providers have signed 3-5 year long-term supply agreements with storage giants, locking in 30% of the industry’s DDR and 70% of server DDR5 capacity, directly blocking the space for “cyclical stock crashes.” From now on, Micron will officially shift from cyclical stock valuation to growth stock valuation, which is the core driving force to reach a market cap of 1.8 trillion.

2. AI computing power is depleting all memory inventories: Micron’s supply fulfillment rate for core customers is only 50%-66%, and new capacity will not be massively released until 2028. The prices of cutting-edge products like HBM4 will continue to surge in the coming years, and the supply-demand gap cannot be filled. Top institutions have already set their sights on $1,625, and the super-long cycle of memory chip prosperity has begun.

3. Super buyers have long prepared explosives: Hours before Trump’s rally on May 22, the options market already showed massive buy orders at a strike price of $1,400, with a single premium exceeding $1.41 million, precisely timed. Coupled with UBS’s top analyst directly giving a ceiling price for Wall Street, this main upward wave, standing on the shoulders of giants, has just torn open a gap.

$450,000 has been fully locked in, waiting for Micron to completely shed the “cyclical stock” label, and to eat from start to finish this trillion-dollar main upward wave triggered by LTA and AI computing power!#阿贵Btc