Tim K

$MU🔥Going to $1500+ This Year….

$NVDA🔥$265 Coming Soon…..

$NBIS🔥

GOOD GOD. ONE. GIGAWATT. Of Vera Rubin. Next year.

Nebius is guiding to a $7-9B run rate by the end of 2026, and they just casually dropped that a gigawatt of the most powerful chips on the planet is coming next, with customers already lining up.

A gigawatt like that could mean up to $40 billion in added ARR on its own by the end of 2027... sending 2027 estimates into the stratosphere.

And the market is still pricing it like this never happened.

You guys are not bullish enough ⚡️

$MU🔥Total Gift. 5 times earnings. $1800 coming

$MU🔥 China Competition is a Joke. This is a Gift.
Buying with both hands. $1800 this year.

$MU🔥 MICRON ESTIMATED TO EARN $650 BILLION BY END OF 2028 $MU

"On our new estimates Micron will earn close to half the current market cap by the end of 2028, with most of that returned to shareholders." - Morgan Stanley

$MU🔥 "Micron to buy back 30-50% of the company in the next 2-3 years" - UBS

"Given FCF of $155B/$225B/~$205B for C2027/2028/2029E, respectively, this implies the repo here could be in a similar ballpark as NVDA despite having an 80% smaller market cap. Said differently, this now lays the path for MU to buy back ~30% of the company over the next two years and potentially about half through C2029.
Ultimately, we think the market will reward this stock with a much higher P/E multiple as it sees a cycle play out in which MU's gross margins probably don't go below 65-70%, but in the meantime TBV/share should approach $360 by CYE28 - keeping a solid floor under the stock given much higher RoE across the cycle going forward as memory is critically important in an AI world."

$MU🔥Beartards had better Lube it up. 😎🤡

$MU🔥$1800+ This Yesr. 😎🙌🏻 $3000+ in 27

$MU🔥 D.A. Davidson expects $MU to nearly triple to $3,000 saying “If you don’t buy it, they will” as memory stays tight through 2027 and 2028.

The interesting part is they see de-specing as bullish because customers cutting memory to ship more systems today can create even more demand later when they try to restore performance.

The note basically argues Micron will stop trading like a normal memory cycle and rerate toward ~20x earnings as long-term agreements spread across $AMZN, $MSFT, $GOOGL, $NVDA and $AAPL.