Micron ($MU): Is This Stock Headed to $900 based on 2026 Growth? скачать в хорошем качестве

Micron ($MU): Is This Stock Headed to $900 based on 2026 Growth?

Could Micron ($MU) hit more than $900 in less than 5 years? In this clip from the Buy Hold Rant podcast, host Hamid Shojaee breaks down a rare, math-driven valuation case for Micron and explains why it may be one of the most compelling AI infrastructure stocks in the market. Using Micron’s expected $18.7B in quarterly revenue and $8.10 in quarterly EPS, Hamid annualizes the numbers to show over 70% revenue growth and more than $32 in annual EPS. So, even at a conservative valuation, that math points to a potential $900 stock, which led him to increase his Micron position by 25%. Plus, Hamid also challenges the “memory is cyclical” argument, noting that Micron’s 2026 production is already sold out. With strong demand from AI chips, GPUs, and data centers, Hamid explains why Micron could remain a key beneficiary of continued AI growth. #micron #techstocks #investing #ai #stockmarket NOTE: This is not investment advice.