This is absolutely insane.
$MU is up 1000% in just over a year.
That's a 10x on a $700 billion company.
A move like that on a stock this large is rare to see in any cycle.
Here's the story behind it:
Micron is the only US-based memory company doing DRAM, NAND, and HBM.
When AI exploded, every chip needed memory next to it.
Nvidia GPUs need HBM. Hyperscalers need DRAM. AI servers need NAND.
Memory went from commodity to bottleneck overnight.
Meanwhile Micron's earnings just printed:
Revenue of $23.86 billion vs $19.97 billion estimated.
EPS of $12.20 vs $9.19 estimated.
Net income jumped from $5.24 billion to $13.79 billion in a single quarter.
That's a 32% earnings beat at a company this size.
It's also why Wall Street price targets are now ranging from $400 to $1,000.
And why Micron just shipped the world's highest-capacity SSD at 245TB.
This is the same playbook SanDisk ran.
Spinoff or pure-play exposure to the AI memory cycle.
Followed by a parabolic re-rating as the market figures it out.
Both stocks just made the people who bought at the bottom rich.
The lesson is simple.
The biggest gains never come from chasing what's already up.
They come from buying the pure-plays nobody is paying attention to before the market connects the dots.
If I find the next one, it gets posted on @InTheAssembly first.
Follow them right now or you’ll regret it later.
"Western values"
4 million Indians starved to death in the Bengal Famines by the British in 1943.
All food was diverted to the allies during World War II.
Winston Churchill,who instigated the famine,voiced his contempt for Indian people, calling them "a beastly people with a beastly religion"
ماں میں آیا تھا
تری پیروں کی مٹی کو، میں آنکھوں سے لگانے کو
وصل کے گیت گانے کو، ہجر کے گیت گانے کو
ترے جہلم کے پانی میں نہانے کو
ترے میلوں کے ٹھیلوں میں
جھمیلوں میں، میں خوش ہونے اور ہنسنے کو اور رونے کو
میں وہی میلا کچیلا کالڑا بچہ
نیلم کی ندی میں خود کو دھونے کو (1/10)
Praying during the holy night of Lailat al-Qadr for the safety and well-being of our Muslim brothers and sisters in India🤲🏼🇮🇳🕌Let's spread awareness to this shameful situation! What is happening to the human rights in the so-called largest democracy in the world?#BreakTheSilence