来财1996
05-06 23:07

Short answer: yes, MU can reach 1000 — but it’s not a straight-line move.

For long term, MU at 1000 is reasonable if AI trend sustains(1-2years)

But memory is historically cyclical if supply catch up demand or AI trend gets questioned again. Memory stock will be the first one to go down! Risky move

Micron and SanDisk Hit All-Time Highs: Can MU Reach $1,000?
Micron surged 11.06% during regular trading and extended gains to $672.75 after hours, while SanDisk jumped 11.98% on the same day, driving the memory sector to broad all-time highs. Analysts cite structural HBM supply shortages fueled by AI server demand, with a DRAM ETF rising nearly 9% and a SeekingAlpha report declaring Micron's 50% rally is merely the prologue to a structural shortage cycle. Samsung and SK Hynix's HBM expansion timelines remain the key wildcard — where is the ceiling for this memory supercycle, and is $1,000 the next target for Micron?
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