Author presents a bullish thesis on Micron (MU) as a key beneficiary of the memory super-cycle, citing HBM shortage, valuation discount, and revenue growth, and also holds Western Digital (WDC) for the same theme.
MU — LONG The author argues Micron is a prime beneficiary of a memory super-cycle with HBM4 sold out through 2026 and shortages potentially lasting into the 2030s. Micron's expansion of fabs and acquisition of PSMC Taiwan position it to meet AI-driven demand, and the author notes a forward P/E of 10-12 (discount vs. NVDA/AMD) with analysts projecting fiscal 2026 revenue of $75.6B (+102%). The catalyst is the shortage extending past 2028, which would make the current price look cheap, and the author holds 140 shares with an insider buying $7.8M. The main risk is AI bubble fears and memory cyclicality.
To me if we get tailwind that this shortage is lasting past 2028. That would make today’s mark look like a steep discount. I see them having steady growth through the entire year.
This Reddit post, published January 25, 2026, features u/Stunning-Dig-8916 discussing MU. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Stunning-Dig-8916 · Tickers: MU