Buy MU by Mar 29, 2026.

MU has been strong recently and the move has clearly been driven by improving fundamentals rather than just sentiment. From what we’ve seen so far Micron appears to be benefiting meaningfully from AI related memory demand particularly around HBM. The progress on HBM3E and early HBM4 sampling suggests MU may be executing well relative to peers especially in terms of timing and customer adoption. That said it’s still a competitive and capital intensive industry. Valuation is where opinions seem to …