MICRON $1,625 CALL?!

Описание: Micron’s re-rating is getting harder to ignore.

In this video, we break down the latest Micron move after UBS raised its price target from $535 to $1,625, implying a dramatically different view of the company’s earnings power, free cash flow, and long-term role in the AI infrastructure cycle.

The core thesis: if Micron can sustain over $100 in EPS through 2027, 2028, and 2029, the market may stop treating memory like a classic boom-bust cycle and start valuing it more like a secular AI infrastructure company.

We also discuss Bank of America’s broader AI spending call, including its view that the AI total addressable market could triple to $1.7 trillion by 2030. The bullish case is driven by hyperscaler demand, frontier lab growth, token usage, GPU utilization, sovereign AI, enterprise AI, industrial demand, and continued disruption fears.

But the debate is not over. The bear case is that memory remains cyclical, long-term agreements may be locking in peak prices, orders could eventually slow, and any major capacity expansion could undermine the shortage. Micron may be making enormous profits now, but the key question is whether this is truly a new industry structure or just another peak cycle with better branding.

The bigger takeaway: the market is increasingly pricing Micron as if “this time is different.” If the earnings durability is real, the stock could keep re-rating. If the cycle breaks, the downside could be just as violent.

Not financial advice. Do your own research.



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