Micron's $1625 Target: AI Fuels Memory Boom & US Manufacturing

本站添加: 2026-06-01

[00:00:00]Micron is getting very confusing. To buy or not to buy? The share price are very high. It is at 900, but memory is in shortage and will be over 2 years Jensen told us. We trust Jensen. So, memory will be in shortage. So, buy Micron, but 10 times up already, 20% up just today.

[00:00:17]Re-rated valuation price by earning from every used to be closer to 15%. Now, price by earning from Micron is 35, way higher than the historical average. And also memory is a cyclical stock. It goes into boom cycle for 2 years and then bust cycle for 2 years. So, it's getting very confusing. Is 900 too high? Are we already on the brink of a bust? Or we are on the brink of a boom. UBS came in and said today that the share price for 12-month target for Micron for them is 1625. So, they think that in 12 months 1625 will from current 900, which is another $725 upside from current 900.

[00:00:53]So, that's another close to 65% up. So, what do we do?

[00:00:56]Um here are the facts. Uh none of this is um investment advice, but facts are this that uh Micron is investing a lot. Trump and is coming in and praising Micron every day.

[00:01:08]So, those are the positive. Micron says that it'll bring memory production to 40% on the land of for Micron on the land of US by 2030, which is a very important agenda for US.

[00:01:19]So, US will give it all the backing, the government. The backing is not about the money. The backing is about clearance, moving things fast, making things happen on all of it. So, US government's backing and Sanjay Malhotra is going in and putting $200 billion.

[00:01:33]Just today he was on Bloomberg pick and he said they're investing this big money. And Sanjay Malhotra says that the shortage will continue past 2026. It'll go well into 2027. We love all this. UBS also up their prices and I think more will up their prices. The only problem I have today with Micron is that market is all sold in high. You don't know what you're buying. So, I think see market always corrects and when the market corrects, I would give it 10 trading days.

[00:02:01]I think Micron prices will also correct.

[00:02:03]At least temporarily you will get better price or if I had to buy I think I'll get better price. So I would wait out in that sense. Like Micron was at $800 just 12 days back or something and then it was at 680 7 days back and now it is again at 900. I think we will get these swings and we could wait out. But other than that I don't see the risk of we are nearing a bus cycle or the shortage is over or capex might not happen. All that is happening.

[00:02:29]Trump loves it. He He has appeared a lot of time over last 2-3 days saying Micron is great. So I think everything is great, but market is very high. Just wait out a bit.

[00:02:41]And if in 15 days it hasn't cooled off then we'll rethink.