“New Stock God” Serenity: Micron’s market cap breaks $1 trillion— the next Nvidia, targeting $1.5 trillion by 2027

BlockBeats News, May 27 — The "new stock god" Serenity evaluates Micron (MU) surpassing a $1 trillion market cap. Serenity reaffirms its previous judgment — that Micron is expected to become "the next Nvidia," and points out that under AI-driven structural memory demand, MU will continue to rise, with the recent increase from $80 to $887 creating many millionaires.

Serenity reviews its January outlook, which believed that AI has broken the short-cycle nature of memory, and that Micron, with "Made in the USA" manufacturing and White House support, had a forward P/E ratio of only about 11.6 times in January, but was expected to see revenue grow 133% year-over-year and EPS increase 319%. Even after rising over 40% in January, institutions kept buying on every dip because of the high value of HBM (High Bandwidth Memory). It is projected that Micron could reach a $1.5 trillion market cap by 2027.

Note: Serenity is a seasoned trader influential in the Reddit forum WallStreetBets (WSB) section. Its core research findings are all freely published, focusing on key supporting components in Nvidia's AI chip industry chain. By thoroughly analyzing the indispensable "screwdriver" type components in chip manufacturing and packaging processes, it accurately identifies critical bottlenecks (Chokepoints) in the supply chain, and accordingly targets upstream assets with scarcity and bargaining power for strategic layout.