$MU (Micron Technology, Inc.) — investor discussion on X

$MU earnings recap & key beneficiaries. TLDR: - Supply/demand conditions remain tight for DRAM and NAND until at least 2028. - Micron signed 10 more SCAs (26 in total) which accounts for 35% of total revenue until 2030. - Supply is expected to come online soon via new fabs, but M

$MU | Cantor Fitzgerald 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗠𝗶𝗰𝗿𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, PT $𝟮𝟬𝟬𝟬, 'Remains a Top Pick' Analyst sees Micron as too cheap to ignore, citing prolonged undersupply, committed output, rising FCF and aggressive buybacks. https://t.co/2EYcJnTZZH

$MU gave us a lot more evidence that memory could get tighter before it gets better with management saying 2027 and 2028 may be more constrained than 2026 even after the huge move in pricing. Whats wild is that Micron still expects revenue to rise as price increases moderate whic

$MU | Freedom Broker 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗠𝗶𝗰𝗿𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, PT $𝟭𝟲𝟬𝟬 Analyst sees strong results, tighter supply through 2028 and deeper contracts supporting duration, with capital returns the next catalyst. https://t.co/6QzP0MlQUa

I believe $MU might grow EPS at a ~90% CAGR for the next 2 years... curious to see how close I am to the actual numbers... management said many times on the earnings call last night that supply stays tight through CY2028 or later... here are my input assumptions for the math... -

$MU Market manipulation 101... Great earnings ... Great Report ... Great Outlook... Down slightly pre-market... Watch this thing close up by end of day, everyone and their mother is going to hit them with upgrades... This is the exactly same playbook that happened after $NOW Serv