Micron: The Trade Of The Decade Has Arrived (NASDAQ:MU) - Seeking Alpha — SkimNews
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- Micron's AI-fueled revenue forecast blew past estimates, with the company's backlog swelling, per Reuters.
- Goldman Sachs delivered a stark message to Micron stock investors, per Yahoo Finance's headline, while memory executives told Ars Technica they expect the RAM shortage to continue through 2028.
Why it matters: Four outlets converging on Micron with a bullish framing — earnings beat, a swelling backlog, a Goldman Sachs call, and a multi-year RAM shortage — signals serious analyst conviction around sustained pricing power, though no specific figures or price targets appear in the available text to quantify the upside.
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