$MU

MU has upside if it remains near 1000 pre-earnings; memory pricing strength expected to last until 2027.

BullishHe framed it in months
“#META to $1000? LIVE with David Prince”
T3 LivePublished Sep 24 · 2 passages

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Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.

All right, before I let you go, somebody wants your thoughts on Micron heading into earnings. And I think that's that's a good way to end because Micron earnings are next Wednesday after the close, September 30th.

So stocks like Micron are as much about where they are pre the print, right? Anyone in the know understands it's where it is pre- the print as much as earnings. Earnings are going to be phenomenal.

Guidance is going to be phenomenal. The question always remains, can they continue to raise prices? Is this time really different in memory or is this going to be a boom and bust again?

So far they've proven that it is different, right? But everyone questions it. So here's what I think. I think if it doesn't run into the print right and we're closer to a thousand or 1900s, excuse me, or 900s, I think there's some upside.

I I'm one of those guys who believes that they are managing how much is being built and that um I think pricing is going to stay pretty strong till uh till 27. But let me give you an example.

A guy who's much more in the know than myself, right? He's in the industry, ran a multi-billion dollar company. Acer was out just this weekend talking about how this is kind of coercion by all the top memory uh storage producers on pricing, but that they're all trying to play catch-up in terms of production and there's no way pricing doesn't slow down.

And he predicts I think it was second quarter, don't quote me, but he predicts pricing is going to top. I still think we're at least six months away from it and these stocks can go higher.

I don't chase them. Like when I was last buying Micron it was 900 8.90 but into the print if we're well off that 1250 high closer to a thousand I think there's some upside.

Watchpoints

Stock price action relative to 1000 level before earnings

What this channel has said about $MU

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2026-09-28
what else? You know, MU is coming out with earnings on Wednesday. You got to be careful. Okay. Um I will post a little bit of the history of of MU's earnings. Sometimes it's priced in and sometimes it's not. So far, it's pretty close. Holding up pretty well. It's going to need to be really really good. I know MU's um you know, valuation is lower. I get it and it's in the game, but just just don't roll the dice. Some guys like Red Dog, I'm having such a tough month. I'm just putting all my money in Micron and going to close my eyes. You don't do that as a trader. If you do that, that's how you blow up. Maybe it works once, but out of five times, you're going to blow up. If you want to take some kind of op option play, risk is premium paid and you want to trade it after, that's cool. Or if you've been in MU investor for two years or more and you and it's in your IRA and you're not looking to get paid, that's a different story, too.
Quote at 14:29 ›
2026-09-24BullishThis one
Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.
2026-09-22Bullish
SanDisk is pretty. MU is pretty. Intel is pretty. AMD is really pretty but all-time high already. Uh those are those are really pretty charts I think.
Quote at 04:20 ›
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