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 — +37.8% at the close.

Predicted vs. what happened

MU price · publication thesis → realized outcomesplit-adjusted

$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.

At window close

+37.8%

realized, from the publication price to the last close inside the window

Peak gain

+64.3%

peak, from the publication price — not a realized return

S&P 500, same window

-5.1%

SPY over the identical days, dividend-adjusted

Window close

$395.53

last close inside the window, ended March 24, 2026

Peak price

$471.34

peak on March 18, 2026 — not a realized return

Days to target

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.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All MU signals