@gs_capsf · Long MU · The Analysts

Yikes for the AI bears. 2027 & 2028 stronger than 2026 $MU

$MU Micron CEO: "As strong as fiscal 2026 was, we expect fiscal 2027 to be even better. Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026."

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Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

20% of the basket · day 15fades out by Nov 11

Rank per close

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Oct 1

#136

Oct 4

#153

Oct 5

#238

Oct 6

#193

Oct 7

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Oct 8

#388

Oct 11

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Oct 12

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Oct 14

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Oct 15