I was trying to figure out why COHR is up so much today while the market is starting to get jittery...
AMAT and LRCX are down a tad, but I think they were up a lot yesterday.
These sorts of strong recommendations when valuation looks "cheap" are what we usually see at market tops so I'll continue to take profits...
But in the meantime, it is great news for COHR, AMAT and LRCX:
Micron's CEO Has Just Dropped Game-Changing News
Jan. 29, 2026 8:17 PM ET
Micron Technology, Inc. (MU) Stock,
Cash Flow Venue
4.38K Followers
Summary
- Micron Technology's CEO dropped game-changing news about his outlook on the demand for memory solutions in the upcoming years.
- To address global shortages, MU has recently announced massive capacity expansions, with $200B committed in the U.S., $24B in Singapore, and a $1.8B DRAM fab deal in Taiwan.
- The hyperscaler CAPEX projections support durable industry tightness and sustained memory shortages through at least 2027.
- The combination of these factors makes me confident about the scale of opportunity MU has ahead of itself.
- Despite a 550%+ stock run, MU still trades at the lowest forward P/E among peers while offering the highest expected top-line growth.
My conclusion? MU remains a Strong Buy
Micron Technology remains a Strong Buy for me. In fact, I've just added more shares to my portfolio.
From my point of view, Micron has everything going for it. Strong demand in the highly attractive market was supported by the AI revolution, dynamic revenue growth, and still a reasonable valuation. The management's words align with the Companies' actions, which makes me confident about the management quality. MU's investments will help it address global shortages of memory solutions, and they will likely prove effective in the long term.
That's why MU remains a Strong Buy for me.
seekingalpha.com
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