Right. Micron. (MU +7.76%). Let’s be honest, last year was… well, it was ridiculous. A 239.1% jump? I mean, seriously? It makes my own investment choices look… conservative. Which, let’s face it, they are. The S&P 500 and Nasdaq had a good run too, of course—16.4% and 20.4% respectively—but Micron? It just…showed off. And I’m not mad. Not at all. It’s all about that sweet, sweet memory chip demand, apparently. Turns out, artificial intelligence needs a place to remember things. Who knew?
AI and a Very Good Year
Micron’s the big dog in high-bandwidth memory (HBM) – the stuff that makes those AI processors tick. All this AI infrastructure building? It’s like a digital gold rush, and Micron’s selling the shovels. Or, you know, the memory. Same difference. Last fiscal year, they pulled in $37.38 billion in revenue, up from $25.11 billion the year before. Earnings per share? Skyrocketed from $1.30 to $8.29. I’m starting to feel bad for anyone who didn’t invest. Just a little.
And the momentum? It hasn’t stopped. First quarter revenue was up 56.6% year-over-year to $13.64 billion, with adjusted earnings per share surging 167% to $4.78. Honestly, it’s almost… unsettling. They’ve even sold out of HBM chips through 2026. Sold. Out. Like concert tickets for a tragically hip band. And they’re pivoting away from consumer chips to focus on enterprise. Smart move. Less drama, more money. My kind of thinking.
2026 and Beyond: The HBM Hype Train
As of today, Micron’s up another 27.1% this year. The S&P 500? A measly 1.4%. The Nasdaq Composite? 1.2%. It’s not even a competition. They’re anticipating only meeting about 60% of the demand for AI memory chips this year. 60%! That’s like telling everyone at a party there’s only enough cake for half the guests. Chaos, I tell you. Beautiful, profitable chaos.
And they’re not just sitting around waiting for the good times to roll. They’ve started building a massive chip fabrication facility in New York and acquired another one from Powerchip Semiconductor Manufacturing Corporation. Scaling up production to meet this insane demand? That’s… responsible. I’m not used to seeing that from a growth stock. It’s a little unnerving, to be honest. Like they’re actually planning for the future. Who does that?
Look, I’m not saying it’s a sure thing. Nothing ever is. But Micron’s looking… good. Really good. And if you’re not at least considering adding it to your portfolio, you might just be missing out on the next big thing. Or, you know, just enjoying your slightly more stable, significantly less exciting investments. Whatever floats your boat. Just don’t come crying to me when I’m swimming in profits.
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2026-01-18 21:42