Micron Technology, Inc. (MU) — closed signal from September 10, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 9, 2025.
Predicted vs. what happened
What happened
Reached its target in 21 days.
The thesis — published September 10, 2025
Micron benefits from the AI surge in memory chips, especially high-bandwidth memory, where tight supply can lift prices. Trading shows steady upward momentum and lots more people are buying than usual. Lower inflation data eased rates, helping growth stocks. Oracle's strong AI cloud orders suggest data centers will keep adding training hardware. Plan is to buy dips and hold 0-3 months if trends continue.
Primary drivers
- Strong buying and a steady uptrend point to positive near-term momentum.
- Tight supply of high-bandwidth memory may lift prices and Micron sales.
- Cooler inflation lowered rates, supporting higher values for growth stocks.
- Oracle AI strength signals ongoing spending on servers and training chips.
How it played out
MU: target reached in 21 days
Lyra published MU at 141 on September 10, 2025, with 26% expected growth and a 177.48 target. The thesis pointed to strong buying, a steady uptrend, tight high-bandwidth memory supply, cooler inflation, and data center demand tied to Oracle's artificial intelligence cloud orders.
Inside the window, MU reached the target in 21 days. The peak was 260.47 on November 17, with an 84.7% peak gain. It ended the window at 252.32, still above the target. The thesis played out, and the move went well past what Lyra published.
What happened during the window
On September 23, 2025, Micron reported fiscal fourth-quarter revenue of $11.32 billion and adjusted earnings per share of $3.03. On October 2, 2025, TechRadar reported that Micron had begun shipping HBM4 samples with more than 2.8TB/s bandwidth.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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