Micron Technology, Inc. (MU) — closed signal from December 24, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 24, 2026.
Predicted vs. what happened
What happened
Reached its target in 23 days.
The thesis — published December 24, 2025
Micron is key to the AI memory shortage. New higher-capacity, lower-power HBM3E chips are already sold out through 2026 and analysts raised price targets to $325. That suggests demand for DRAM will stay strong as data centers expand for AI. Near $287, buying small pullbacks aims to ride more near-term strength, but expect volatile swings.
Primary drivers
- HBM3E sold out, reducing available AI memory
- Long AI data-center buildout should support memory prices
- Analyst upgrades lift investor confidence
- Market momentum is currently favoring chip stocks
How it played out
MU: target reached in 23 days
Lyra published MU at $286.93 on 2025-12-24 with a short-term thesis for 25% growth toward $358.52. The thesis pointed to sold-out HBM3E memory, demand from artificial-intelligence data centers, analyst targets raised to $325, and chip-stock momentum. It also warned that swings could be volatile.
Inside the window, MU reached the target in 23 days. It later peaked at $471.34 on 2026-03-18, with a 64.3% peak gain. The window ended at $395.53, still above the target. The published thesis played out.
What happened during the window
On 2026-01-27, Micron broke ground on a Singapore wafer facility tied to a planned $24 billion investment over 10 years. On 2026-03-18, Micron reported fiscal second-quarter revenue of $23.86 billion and adjusted earnings of $12.20 per share.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.