Micron Technology, Inc. (MU) — closed signal from September 6, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 5, 2025.
Predicted vs. what happened
What happened
Reached its target in 12 days.
The thesis — published September 6, 2025
Micron benefits from the AI boom because its advanced memory chips are exactly what big data centers need, and supplies are tight. Even though one bank sounded neutral this week, other news like Broadcom's OpenAI work and a friendlier rate outlook point to strong demand. Buying interest has been heavier than usual, showing momentum. The price ran up fast, so add in small steps on dips over the next few months.
Primary drivers
- AI work needs HBM and DDR5 chips, lifting demand for Micron's memory.
- Momentum looks firm, with lots more people buying than usual recently.
- Hopes for lower interest rates make fast-growing tech stocks more attractive.
- Broadcom's OpenAI work hints that chip demand across the industry stays strong.
How it played out
MU: target reached in 12 days
Lyra published MU at 131.23 on 2025-09-06 with 25% expected growth and a 163.87 target. The thesis pointed to memory demand from artificial intelligence work, tight supply in HBM and DDR5 chips, heavier buying interest than usual, hopes for lower interest rates, and Broadcom's OpenAI work as a sign that chip demand across the industry stayed strong.
Inside the window from 2025-09-06 to 2025-12-05, MU reached the target in 12 days. It later peaked at 260.47 on 2025-11-17, with a 98.5% peak gain. It ended at 237.12. The thesis played out.
What happened during the window
On 2025-09-23, Micron reported fiscal fourth-quarter adjusted earnings of $3.03 per share and revenue of $11.32 billion. On 2025-12-03, Micron announced that it would wind down the Crucial consumer business by the end of February 2026.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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