$MU Go 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 been leading the rankings for a long time, predicted a turning point in 2018 causing Micron to plummet 51%, then precisely bottomed out in 2020. His historical success rate of recommendations is as high as 73%. Now he is leading the charge, so I directly invested $750k in long positions, waiting for the main rally 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 eliminating the risk of “cyclical stock crashes.” From now on, Micron will officially shift from a cyclical stock valuation system to a growth stock valuation system, which is the core driving force behind breaking the $1.8 trillion market cap.

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 released on a large scale 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-tier 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: Just hours before Trump’s rally on May 22, the options market 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 price target at the ceiling of Wall Street, this wave of main rally, standing on the shoulders of giants, has only just begun to tear open a gap.

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