MU benefits from pent-up DRAM/HBM demand and limited supplier competition; expected to secure significant share of next year's enterprise chip CapEx.
BullishHe framed it in months
“Thatcher: NVDA AI "Tentpole," META & MU New Value Stocks, SPCX Long-Term Buy”
Schwab NetworkPublished Aug 31 · 1 passage
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Micron's another one. We've talked a lot about Micron, but there's so much pent-up demand in that bottleneck of DRAM and HBM, high-bandwidth memory. We talked about the CapEx spend we expect next year.
There's only a few names that can produce the enterprise chips necessary. Micron is on that list and expected to get a [snorts] large portion of that spend.
What this channel has said about $MU
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2026-09-11
It's Micron. Listen, this one has been a huge outperformer whether we're talking about it on a year-toate or yearoveryear basis. Uh at times it can be bumpy though for Micron.
Quote at 02:54 ›2026-08-31BullishThis one
Micron's another one. We've talked a lot about Micron, but there's so much pent-up demand in that bottleneck of DRAM and HBM, high-bandwidth memory. We talked about the CapEx spend we expect next year. There's only a few names that can produce the enterprise chips necessary. Micron is on that list and expected to get a [snorts] large portion of that spend.