Couldn’t be happier for @tyson_jordyn and @maxissnicee71 both great people and great players!!! Both chose ASU our first year here and both changed the trajectory of their lives and this program! There is nothing better than seeing these guys achieve their dreams!!!! That’s what coaching is all about! #SunDevil4LIFE
IT ALL MAKES SENSE NOW
James Williams...The referee that Devin Booker called out is quite literally an OKC Thunder fan and friends with their players!!
He is the Executive Vice President, Head of Referee Operations. 😳🤯
$MU TD Cowen just dropped a street-high price target of $600.
Analyst Krish Sankar raised his target from $450 to $600, maintaining a Buy rating. That implies roughly 56% upside from current levels. Here is what is driving it.
$60 EPS in 2026.
Sankar upgraded his 2026 earnings per share estimate from $50 to $60 above his own prior bull case. At 10x forward earnings, the math gets to $600 cleanly. The multiple is actually conservative by growth stock standards.
DRAM tightness is not a quarter or two. It is years.
TD Cowen expects a prolonged period of supply constraint in DRAM. This is not a cyclical blip. it is a structural condition driven by HBM capacity consuming fab lines, AI demand outrunning every supply forecast, and megafabs that will not produce a single chip until 2029 at the earliest. Micron's own CEO said on the last earnings call that the company can only meet 50 to 65% of demand from several key customers right now.
NAND is an underappreciated upside driver.
NAND currently represents about 20% of Micron's revenue mix. TD Cowen sees that expanding to 30% by year end, adding diversification and earnings stability to a story that most investors are still reading as a pure DRAM and HBM play.