MU It's having a diarrhoea now.Community discussions
MU It's having a diarrhoea now.
MU - Wall Street Power Move: Citigroup Turns Up the Heat on Micron (NASDAQ: MU) — Price Target Soars to $275, Buy Rating ReaffirmedIn a market where analysts are playing it safe, Citigroup just lit the fuse under Micron Technology (MU) — hiking its price target from $240 to a blistering $275 and reaffirming its “Buy” rating. The message from the Street is loud and clear: Micron is no longer just following the AI boom — it’s powering it.
Micron has quietly become the heartbeat of the AI revolution. While the headlines obsess over NVIDIA’s chips, Micron’s ultra-fast DRAM and high-bandwidth memory (HBM3E) are the muscle behind the machine — literally what keeps NVIDIA’s GPUs fed, cooled, and running at warp speed. Without Micron, those trillion-dollar AI dreams are nothing but vaporware.
Citigroup’s analysts are essentially calling it: Micron is entering elite territory — a company not just supplying the industry but defining its future. The upgrade to $275 underscores confidence that demand for memory and storage in AI data centers, cloud infrastructure, and next-gen consumer tech is about to explode.
Wall Street knows the pattern — first the chips, then the memory, then the moonshot. Micron’s record-shattering performance in high-margin AI DRAM shipments, combined with tightening supply, has put it squarely in the sweet spot of an accelerating tech supercycle.
The smart money is already rotating in. Micron’s fundamentals are improving fast: revenue ramping, pricing power strengthening, and margins widening. In other words, this isn’t hype — it’s execution.
Bottom Line: Citigroup just put a spotlight on what savvy investors already sensed — Micron isn’t playing catch-up; it’s leading the next wave. If the market stays hot, $275 might not be the ceiling — it could be the new floor.
The AI engine needs fuel, and Micron owns the refinery.
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ORCL $MSFRDisclaimer: This is market commentary and key support levels are not individualized
investment advice. Markets are volatile; do your own diligence.
MU My Goodness! 🚀 So impressive. I’m happy that I bought in early.
MU this and PLTRMU this takes the cake as stock of the year. Most legendary bull run I’ve ever saw!
MU they got banned in China, will go down
MU Boys, what would be the exit price ?MU what’s your shorting range? So tempting considering its recent run.. I did long when it was below 90..MU - Micron and Nvidia: A Strategic Alliance Powering the Future of AI InfrastructureIn a rapidly evolving AI landscape, Micron Technology Inc. (NASDAQ: MU) and Nvidia Corporation (NASDAQ: NVDA) have solidified a strategic partnership that positions both companies at the forefront of next-generation computing. This collaboration is not merely transactional; it is a convergence of technological innovation and market foresight, with profound implications for the semiconductor industry.
Unveiling the SOCAMM2: A Leap in Memory Technology
Micron's latest advancement, the 192GB SOCAMM2 (Small Outline Compression Attached Memory Module), represents a significant leap in memory technology. Built on Micron's 1-gamma DRAM technology, SOCAMM2 offers over 20% improved power efficiency, reduces AI inference time-to-first-token (TTFT) by 80%, and provides a modular design for scalability in large-scale data centers .
This innovation is a direct response to the increasing demands of AI workloads, where memory performance and efficiency are paramount. By integrating LPDDR5X's advantages into the main memory of AI systems, SOCAMM2 addresses the challenges posed by massive-context AI platforms .
A Five-Year Collaboration with Nvidia
The introduction of SOCAMM2 is the culmination of a five-year collaboration between Micron and Nvidia. This partnership has focused on pioneering low-power server memory solutions for data centers, aligning with the industry's shift towards energy-efficient and high-performance computing architectures .
Nvidia's CEO, Jensen Huang, has emphasized the critical role of Micron's memory solutions in enabling the next generation of AI infrastructure. The integration of SOCAMM2 into Nvidia's platforms underscores the importance of this partnership in meeting the escalating demands of AI applications.
Market Implications and Future Outlook
The strategic alliance between Micron and Nvidia is poised to reshape the semiconductor landscape. Micron's advancements in high-bandwidth memory (HBM) technologies, such as the HBM4 memory with a groundbreaking 2.8TB/s bandwidth, position the company ahead of competitors like Samsung and SK Hynix .
Financial analysts have taken note of Micron's trajectory, with Citi Research raising its price target for the company to $240, citing the growing demand for DRAM in AI applications and the company's strategic positioning in the market .
As AI continues to permeate various sectors, the partnership between Micron and Nvidia stands as a testament to the power of collaboration in driving technological progress. Their combined efforts are not only advancing memory technology but are also laying the groundwork for the future of AI infrastructure.
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MSFTDisclaimer: This is market commentary and
key support levels are not individualized
investment advice. Markets are volatile; do
your own diligence