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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
Micron breaks out to $1T on AI memory re-rate
$MU +15-20% intraday as HBM/DRAM/NAND shortages, LTAs and UBS PT hike to $1,625 (from ~$535) reset estimates; fwd P/E cited 12.9x '26/7.5x '27.
Watch $900 spot, $1,000 weekly calls/gamma risk. $MU $NVDA #AI
2026-05-26T20:07:44.971Z