Right. Micron. It’s all happening. The stock (MU +6.02% as of this afternoon, which, frankly, feels…significant) is bounding upwards. I checked it approximately seventeen times before lunch. It was up 6.1%, and earlier, a rather alarming 8.7%. It’s the memory chips, you see. Apparently, everyone wants them. Who knew? I’m starting to feel almost…responsible. Like I should be wearing a power suit and shouting into a phone. Instead, I’m in yoga pants and questioning all my life choices.
The valuation keeps surging. It’s all about the pricing outlook for those memory chips. Both for the enterprise AI crowd (who are, let’s be honest, driving everything these days) and…normal people. Apparently, they want memory too. And, news just in, they’ve broken ground on a new manufacturing facility. Which is good. Because, you know, more chips. It’s basic economics, really. Though I did briefly consider shorting it, just for the drama. I resisted. Mostly.
Micron Stock is Red Hot (and So is My Anxiety)
Units of HBM (High-Bandwidth Memory) chips purchased: unknown. Hours spent googling ‘HBM’: 4. Number of times I’ve considered becoming a semiconductor engineer: 2. Anyway, Micron has been one of the hottest tech stocks. Apparently, this HBM stuff is crucial for AI, and everyone is scrambling for it. As of today, the share price is up 86% over the last three months. 245% over the last year. It’s…a lot. I keep expecting a crash, but then I remind myself that I’m not a financial professional. Which is probably a good thing, actually. Less pressure.
They announced today they’re building a $100 billion memory-chip plant in New York. A hundred billion! It’s going to be huge. Apparently, it’ll be the largest semiconductor manufacturing facility in the U.S. Four fabrication units. It’s almost…patriotic. They’re saying it won’t be operational until 2030, which feels like a lifetime away. Still, good news for the future, I suppose. If there is one.
What’s Next for Micron (and My Portfolio)?
Micron is, apparently, the leading provider of HBM chips. Which is good. They’re used in graphics processing units and other things that power AI applications. Because demand is so high and supply is…not, production of their consumer chips has been limited. So, memory chips are suddenly in demand across everything. Sales, margins, earnings are all rocketing upwards. Which is nice. I’m trying not to get too excited. I’ve been burned before. I once invested in a company that made biodegradable dog toys. It did not end well. But this feels different. Maybe. I’m cautiously optimistic. Which, for me, is practically a declaration of unwavering faith.
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2026-01-16 23:02