$Roundhill Memory ETF(DRAM)$ This ETF gets you Micron, Samsung, and SK Hynix at a low cost. Not to mention exposure to NAND tech, storage, and other areas. Buy and hold.

$Roundhill Memory ETF(DRAM)$ DRAM please end the day at $69.69! It's the perfect number!

$Micron Technology(MU)$ I don't see this slowing down anytime soon, likely not until the end of 2028-29. The momentum, supply/demand dynamics, new developments, and new contracts all point that way. Just imagine how many more applications memory will have once something new is developed or invented? Robotics, for instance? This isn't ending anytime soon. Micron will be a key player for the next five years plus. It's not really cyclical at this stage; the paradigm has shifted. Everything, even your fridge and coffee maker, will need memory, as will all modern vehicles. Don't forget the space industry. And what about the Internet of Things? I think we're at the beginning of a completely new era driven by AI.

$Micron Technology(MU)$  Who's ready for MU at $1500? Ready or not, it seems like that price level is on its way.

$Roundhill Memory ETF(DRAM)$ FOTO is also worth a look... a new photonics ETF for the next bottleneck.

$Micron Technology(MU)$ Would love to see it finish with a strong push over 1050 and then keep rising after hours.

$Micron Technology(MU)$ UBS's price target of 1,625 will be in the rear view mirror sooner than later.

$Micron Technology(MU)$  In the 24-hour market on Coinglass, MU is at 992.55 now. When the after-hours market opens, MU will be over 1000.

$Micron Technology(MU)$ If Nasdaq opens green and stays green, I can see it hitting 1,000.

$Micron Technology(MU)$ HPE reports after the close. I'm expecting a beat and a forward PE similar to MU's.

$Micron Technology(MU)$ Meaningful extra capacity doesn't come online until the back end of 2027/2028. Nvidia, AMD, and others are all forecasting 40% CAGR. When the extra capacity kicks in, it will be swallowed by the extra demand. This high-priced memory cycle will be here for 3 to 4 years. What will happen as the market accepts this is the multiple will expand. Historically 12.6, it will go to 16/17 plus. Earnings with cheaper DRAM/NAND will stay above 100 bucks a year due to extra supply. The stock price will end up above 1700, with no remorse.

$Micron Technology(MU)$ In case someone is hesitant to invest in Micron because the current price is above the average consensus estimate, I'd like to note that 4 out of the 5 latest price targets in May are above $1100. The fifth one was $840. Most of the $500 price targets that are pulling the average down were made many months ago.

$Micron Technology(MU)$ Dell's blowout earnings and upgraded full-year forecast serve as a massive tailwind for Micron. The significant jump in Dell's AI-optimized server revenue points to strong, ongoing demand for data center hardware, which directly drives demand for the high-bandwidth memory (HBM) and DRAM chips Micron supplies. It looks like a favorable situation for MU right now. Honestly, I'm a bit surprised we haven't seen a sharper move after hours yet, but it seems likely to come.

$Micron Technology(MU)$ I think Micron is in the process of being re-rated by the market. The stock should be around $1200 around the time of earnings. Even at $1860 (FY27 $155 EPS x 12x), it still looks cheap given the multiples other semis are trading at. Look at AMD and Intel at 40x! It's surprising to see Intel at that level too. I don't compare it with NVIDIA because they are rightfully on a different level right now. They have the hardware, the software, and the ecosystem. They have a platform, which none of the others really do yet. Stay long MU, ignore the noise, and you should do well.

$Micron Technology(MU)$ If Dell is up 30 percent, Micron should be too. Micron supplies Dell.

$Micron Technology(MU)$ Michael Dell says “the shortage in memory is not going to go away”! Looking at 1800+!

$Micron Technology(MU)$  Some boards have the worst moderation, constantly deleting messages. I really don't like sharing my thoughts in places like that. I was basically saying that MU should see a surge of 100+ after Marvell's earnings.

$Micron Technology(MU)$  Almost 62 million shares traded, up 3.5% or almost $32 a share. This stock is on a tear, and it looks like that momentum is going to keep up.

$Micron Technology(MU)$ I think this stock is worth at least $2000. The memory shortage, in my view, will last for a minimum of 2 to 3 years.

$Micron Technology(MU)$ Average daily volume is around 40 million shares. People are shocked that MU went up 19% in one day. Wait until short sellers have to cover those 37 million shares in a scramble. That 19% will look like a rounding error. Aren't there better stocks to short out there? Why would anyone even want to short MU? All 2026 products are sold out. 2027 products are sold through November. Huge cash pile, low debt, low forward PE, high margins. 1000% earnings gain year over year. MU makes the best memory right now with HBM3E. HBM4 is in the pipeline. Contracts are signed five years out. If we go into a recession, MU could make even more profit from reduced supply costs. 39 analysts have Buy or Strong Buy ratings. I'm looking forward