Prediction: Micron Stock Will Skyrocket After June 24 - The Motley Fool

Micron Technology shareholders have seen remarkable returns this year, with an initial $10,000 investment now worth over $30,000. With its Q3 FY2026 earnings report scheduled for June 24, expectations... Read original →

A post-June 24 surge in Micron’s stock wouldn’t be speculative—it reflects structural AI infrastructure demand for memory. Technically, HBM3E and GDDR7 ramp-ups are forcing TSMC to expand CoWoS capacity while pressuring Samsung and SK Hynix to accelerate 2.5D/3D stacking R&D, tightening the GPU-memory-packaging tech stack. Geopolitically, although U.S. export controls currently exempt some DRAMs, Micron’s potential inclusion on a ‘trusted supplier’ list could spike compliance costs and erode trust among Chinese customers. NVIDIA, meanwhile, is diversifying memory sourcing—quietly backing CXMT—to dilute Micron’s pricing power. If AI server capex sustains >30% annual growth, Micron’s forward P/E could re-rate from ~9x to 15x by late 2027, but a supply glut from new HBM fabs may trigger a sharp correction.