Micron Technology Inc. (MU) — closed signal from July 11, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 9, 2025.
Predicted vs. what happened
What happened
Reached its target in 63 days.
The thesis — published July 11, 2025
Micron seems past its slump in memory chip prices, and demand from AI computers is pushing chip prices higher again. The stock has slid to $121-$124, an area that has sparked strong rebounds many times before. A fresh Buy rating from Deutsche Bank at $150 and a 46% jump in first-half orders show big investors are interested. If history repeats, the price could climb near $158 while losses can be held below $112.
Primary drivers
- AI computers boost memory chip prices 8% for DRAM and 5% for NAND.
- Stock sits where past dips often bounced, with 80% chance of gains in 65 days.
- Trading volume is 30% above normal, hinting that large funds are buying.
- Deutsche Bank set a $150 goal, adding weight to the positive outlook.
How it played out
MU: target reached in 63 days
Lyra published MU at $122.98 on July 11, 2025. The thesis expected 28% growth, with a target of $157.26. It pointed to higher memory chip prices tied to artificial intelligence computers, a prior bounce area around $121-$124, trading volume 30% above normal, a Deutsche Bank $150 goal, and a 46% jump in first-half orders.
Inside the window, MU reached the target in 63 days. It peaked at $200.92 on October 6, 2025, a 63.4% gain. It ended the window at $192.25. The thesis played out and went past its target.
What happened during the window
On September 23, 2025, Micron reported fiscal fourth-quarter results, with adjusted earnings of $3.03 a share on sales of $11.32 billion. On October 2, 2025, TechRadar reported that Micron had begun shipping samples of its HBM4 memory, with more than 2.8TB/s of bandwidth.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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