$Micron Technology(MU)$  Three of $Amazon.com(AMZN)$ 's Middle East data centres were hit, causing structural and water damage, with the fire system used to put out the fire. These centres require an immediate fix without delay, increasing memory demand for the repairs.

SK and Samsung will raise memory prices due to increasing production costs, primarily driven by rising power costs. $Micron Technology(MU)$  will also raise its memory prices to match, but without experiencing a production cost increase. This is beneficial for MU. Right?

$Micron Technology(MU)$ Let us recall a few indisputable facts. Memory is experiencing high demand. Micron is one of the three manufacturers. Prices for memory are on the rise. Supply exceeds demand until new supply becomes available.

$Micron Technology(MU)$ Nobody wants gold, which means the stock market decline is intermittent.

$Micron Technology(MU)$ For what it is worth, according to AI, sophisticated defence drones utilise MU memory chips. I would lean towards the view that America contributes to making the world safer.

$Micron Technology(MU)$  Market makers can’t wait to buy the shares that paper-handed retail investors are going to sell. Consider this, market makers profit by inversing the obvious strategy. If it were that easy to make money by following what’s obvious, then everyone would be rich, laugh out loud.

$Micron Technology(MU)$  I tend to think there aren't any genuine bears. It's simply that some people want to get in at a lower price because their purse isn't sufficiently funded.

Well, I am not sure if the market is aware. $NVIDIA(NVDA)$  CEO Huang on Fox Business: $NVIDIA(NVDA)$  is $Micron Technology(MU)$ 's largest customer.

$Micron Technology(MU)$  Hynix is almost going up in a straight line. Why are you people so scared? It's unbelievable.

$Dell Technologies Inc.(DELL)$  delivered exceptional earnings. I hope it will take $Micron Technology(MU)$  up as well.

$Micron Technology(MU)$ Reportedly, around half of the Galaxy S26 series units are to sport a Micron DRAM rather than one from Samsung.

$Micron Technology(MU)$ It appears that all chip stocks are in the red, except $NVIDIA(NVDA)$  is up 1.00 but going down. Is the whole market going down?

$Micron Technology(MU)$ OMG! $NVIDIA(NVDA)$  smashed earnings. And the guide is for 75 billion.

$Micron Technology(MU)$ The stock has reversed course. I wonder if the news on $NVIDIA(NVDA)$  has been leaked.

$Taiwan Semiconductor Manufacturing(TSM)$  has a higher PE than GOOGL... I tend to think $Micron Technology(MU)$  can have a PE of 25 too.

If you treat $Micron Technology(MU)$  as a commodity and cyclical business, the share price calculation is 52 times 13.5, equalling 702. If you treat $Micron Technology(MU)$  as an AI chip maker, the share price calculation is 52 times 25, which is 1,300. Either way, and I have used a conservative PE in both approaches, the current price represents a significant discount to forward earnings. My rating is a strong buy.

$Micron Technology(MU)$ It is undervalued and worth 600. It makes much more money than SNDK. The growth is massive. The fundamentals are strong.

$Micron Technology(MU)$ So we drop $10 because Citron announced they're shorting SNDK? That is rather nonsensical.

I do not get mad because of market fluctuation, but I feel bad when $SanDisk Corp.(SNDK)$  is a jumper while $Micron Technology(MU)$  is just like a laggard.

$Micron Technology(MU)$ How is SanDisk up? It is somewhat crazy. They always keep mos more than us here.