Track record · closed signal

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

MU price · publication thesis → realized outcomesplit-adjusted
$286.93 Published $358.52 Target $395.53 Window close $471.34 Peak
$275.78 – $289.77Entry zone — fair-value band
$286.93Published — price the day we called it
$358.52Target — the price the thesis aimed for
$471.34Peak — highest point inside the window, not a realized return
$395.53Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 23 days.

Peak price
$471.34
peak on March 18, 2026 — not a realized return
Peak gain
+64.3%
peak, from the publication price
Window close
$395.53
end-of-window price, context only
Days to target
23
Window
December 24, 2025 – March 24, 2026

The thesis — published December 24, 2025

Predicted growth
+25%
over the measurement window
Target price
$358.52
the price the thesis aimed for
Entry zone
$275.78 – $289.77
the fair-value band we waited for
Price at publication
$286.93
published December 24, 2025
Confidence
86%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

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.