u/HomeHedgeFund ·
Reddit — r/wallstreetbets
· June 01, 2026 at 15:12
· ⬆ 30 pts
· 💬 25 comments
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\*UPDATED with my position\*
MU is among one of the most important companies in the world right now. Memory is absolutely insane. As per Dell CEO's comments, ***Dell CEO warns AI memory demand may jump 625x by 2028***, prices could surge for years. We are talking about an unimaginable, unstoppable demand. They are quite comparable to NVDA in terms of importance and irreplaceability. NVDA is currently at 5T market cap. In the long term, NVDA will probably trend towards 7T-8T or even hit 10T, and MU will climb at an incredible speed up the ranks and reach 5T market cap, leading to it's share price reaching $5000. MU may even overtake NVDA one day, so if you believe NVDA could hit 10T, MU may also hit 10T or more one day. Which means $10,000 PT.