Micron : Buy HIGH & sell HIGHER ?

u/doktordoc2 · Reddit — r/stocks · January 18, 2026 at 19:29 · ⬆ 143 pts · 💬 69 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author argues Micron is the cheapest AI stock, citing insider buying, a Taiwan fab acquisition LOI, low forward P/E, and sold-out HBM for 2026.

MU — LONG Author argues Micron is the cheapest AI stock, trading at 9.6X forward earnings versus a 25X sector average. Catalysts cited include an insider director buying ~$7.83M of shares at $336-$337, a letter of intent to acquire Taiwan fab company PMSC for $1.8B in cash, and all High Bandwidth Memory being sold out for 2026. The author frames this as a buy-high, sell-higher momentum play.

A company who trades at 9.6X forward earnings compared to 25X an average for rest of the sector . Micron closed last at 363.17 on Friday 16th Jan’26 . Micron has sold out all its High Bandwidth Memory for the year 2026 . Do you think Micron is the cheapest AI stock ?

Score 143
Comments 69
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u/doktordoc2 Reddit r/stocks
Micron cheapest AI stock, insider buying, HBM sold out
Author argues Micron is the cheapest AI stock, trading at 9.6X forward earnings versus a 25X sector average. Catalysts cited include an insider director buying ~$7.83M of shares at $336-$337, a letter of intent to acquire Taiwan fab company PMSC for $1.8B in cash, and all High Bandwidth Memory being sold out for 2026. The author frames this as a buy-high, sell-higher momentum play.
MU HIGH
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This Reddit post, published January 18, 2026, features u/doktordoc2 discussing MU. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/doktordoc2  · Tickers: MU