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· tracked since Mar 2026
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MU long +137.9%
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MU long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return +137.9% Long Return +137.9% Short Return -
Average Return
7d -9.7%
30d +1.9%
90d —
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MU Micron T... Micron Technology, Inc.
Long
Mar 16
$447.87
+137.9%
"RBC Capital boosting its price target... ahead of the memory chipmaker's earnings on Wednesday. The analyst sees the company in the midst of a super cycle with strong AI demand for high bandwidth memory set to continue through 2027." Micron is a direct play on the AI hardware buildout, supplying High Bandwidth Memory (HBM) which is critical for AI accelerators like NVIDIA's GPUs. An analyst upgrade citing a "super cycle" ahead of earnings signals strong forward guidance is expected, corroborating the sustained demand narrative from NVIDIA's own outlook. LONG MU ahead of earnings as a high-beta, direct beneficiary of the AI memory demand tailwind, with positive sentiment and momentum. Earnings miss or guidance that fails to meet elevated expectations; broader tech sell-off; supply chain issues.
"RBC Capital boosting its price target... ahead of the memory chipmaker's earnings on Wednesday. The analyst sees the company in the midst of a super cycle with strong AI demand for high bandwidth memory set to continue through 2027." Micron is a direct play on the AI hardware buildout, supplying High Bandwidth Memory (HBM) which is critical for AI accelerators like NVIDIA's GPUs. An analyst upgrade citing a "super cycle" ahead of earnings signals strong forward guidance is expected, corroborating the sustained demand narrative from NVIDIA's own outlook. LONG MU ahead of earnings as a high-beta, direct beneficiary of the AI memory demand tailwind, with positive sentiment and momentum. Earnings miss or guidance that fails to meet elevated expectations; broader tech sell-off; supply chain issues.
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