Buy MU by Dec 10, 2027.

# Analyst Commentary Supporting a Prolonged Micron Upcycle * **TD Cowen (Krish Sankar):**“The role of memory in AI is structural, not cyclical.” * **RBC Capital Markets (Srini Pajjuri):**“Five to six more quarters” of DRAM upcycle remain. * **Deutsche Bank (Melissa Weathers):**Supply tightness “could persist well into 2028 and potentially beyond.” * **Raymond James (Melissa Fairbanks):**“Unprecedented demand.” * **Mizuho (Vijay Rakesh):**“We believe there’s no clear line of sight on when the supply-demand imbalance could end as demand durability sees secular long-term …