Sell MU by Jul 17, 2028.

Micron has been the single greatest beneficiary of the memory shortage, and the numbers are genuinely difficult to argue with. The May quarter produced $41.5 billion of revenue at an 84.9% gross margin, with the current quarter guided to $50 billion and roughly 86%, which is a level of profitability no memory manufacturer has ever printed and one that would be considered aggressive for a software company. Management has signed sixteen strategic customer agreements carrying around $100 billion of remaining …