Author is highly bullish on Micron and the DRAM ETF as structural AI-memory supply-crunch plays, citing sold-out HBM capacity and upcoming Micron earnings as catalysts.
MU — LONG Author claims Micron is mispriced because the AI memory bottleneck has structurally re-rated the industry, with HBM sold out through the year and into 2027 and margins reaching software-like levels. The stated catalyst is Micron's Wednesday after-market-close earnings call, where HBM4 ramp commentary is expected to force sidelined institutional money to capitulate. Author targets MU at $1500 by Q4 and holds 4.12758 shares at a $506.94 average. No explicit risk is stated beyond market fears of a historical memory cycle top.
I see DRAM pushing to $100 and MU hitting $1500 by Q4.
DRAM — LONG Author is even more bullish on the DRAM ETF than on MU, arguing it benefits from the same severe memory supply crunch and unchecked pricing power across the memory oligopoly. They hold 163.998392 shares at a $48.48 average and expect DRAM to reach $100 by Q4. No explicit risk is stated.
I am extremely bullish on the DRAM ETF, even more so than MU, as it is benefiting from the exact same severe supply crunch and absolutely unchecked pricing power across the entire memory oligopoly.
This Reddit post, published June 21, 2026, features u/MonolayerMoS2 discussing MU, DRAM. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/MonolayerMoS2 · Tickers: MU, DRAM