u/blahajtrader

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+184.1%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +184.1% Long Return +184.1% Short Return -
Average Return
7d +5.8%
30d +8.2%
90d +23.6%
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Result
Result
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Theme Stance
Ticker
Side
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First Call
Call Price
P&L
Thesis
Theme
Source
MU 1ST Micron T... Micron Technology, Inc.
Long
Jan 11
$345.09
+184.1%
Micron fairly valued at $327, target $454 on memory ASP surge.
The author argues Micron is fairly valued and potentially slightly undervalued because DRAM/NAND average selling prices have surged as AI demand recovers from a cyclical trough, with NVIDIA Blackwell ramping and new AI models accelerating memory needs. Micron projects FY26Q2 EPS of $6.60 on gross margin expansion toward 65%, and applying its stable 20x trailing P/E yields a $327 fair value for the current quarter and a $454 FY26Q3 target. The company's oligopoly position and supply reliability, not just performance leadership, are said to drive revenue growth.
AI Memory
REDDIT
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u/blahajtrader has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: MU.

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