Roundhill Memory ETF

Citi raises Micron Technology target price from $425 to $840

Citigroup Raises SanDisk Price Target to $2025 from $1300

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

Seagate Stock Falls 7% as CEO's Concerns on AI Storage Capacity Spook Investors

Micron Stock Drops 6.62% Following Failed Nvidia Chip Sales to China

AlphaCore Capital Increases Stake in Seagate by 150.7% in Q4; Analysts Bullish on AI Demand

Deutsche Bank Raises Micron Target Price to $1000, Maintains Buy Rating

Micron Tech States China Remains Key Market, Expects Deepened AI Era Cooperation

Micron Stock Falls 5.5% Amid Geopolitical and Industry Concerns

Loop Capital Raises Seagate Target Price to $1,140, Maintains Buy Rating

Micron and TSMC's Massive Investments Drive Taiwan's Cross-Border Investment Surge Over 150% in First Four Months

Donoghue Forlines LLC Cuts Seagate Stake by 33.3%, Analysts Raise Price Target

SanDisk Warns Shareholders to Reject Tutanota's Unsolicited Mini-Tender Offer

SanDisk VP Sells 2,446 Shares as Analysts Upgrade Rating to Outperform

Seagate Executive VP Ban Seng Teh Sells 15,560 Shares for Approximately $12.69 Million

Micron's AI Memory Production Allocated Through 2026, Stock Surges Amid Tax Risks

SanDisk Receives S&P Upgrade After Debt Repayment and Announces $6B Buyback Plan

Micron Unveils 256GB DDR5 RDIMM Samples to Major Server Ecosystem Partners

Trump and Xi's AI chip policy talks lead to SanDisk stock decline

BofA Global Research Raises Micron's Target Price to $950

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Pinned News

置顶新闻

Why Micron Stock Just Popped Again

MULL

SOXL

DRAM

SOXX

FTXL

SOXQ

Micron Technology's stock rose 4% after Citigroup and Mizuho raised their price targets, with Citigroup's target nearly doubling to $840. Mizuho's target increased from $740 to $800, citing strong demand for NAND and DRAM memory through 2027. Analysts forecast significant revenue growth for Micron, with earnings expected to increase tenfold. Despite concerns about a potential downturn, the outlook remains positive for the near future.

- Two Wall Street analysts from Citigroup and Mizuho have raised their price targets for Micron Technology, predicting significant growth in memory prices due to strong demand and potential supply constraints.  
- Citigroup's target increased nearly to $840 per share, while Mizuho's adjusted target reached $800, supported by forecasts of revenue growth to $33.6 billion and earnings growth to $19.02 per share by June.  
- Despite these positive indicators for Micron, analysts suggest that potential investors consider other high-performing stocks recommended by the Motley Fool instead.

nasdaq

Micron Tech

GraniteShares 2x Long MU Daily ETF

Direxion Semicon Bull 3X

Direxion Daily MU Bull 2X Shares

VanEck Semiconductor ETF

iShares Semiconductor ETF

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

SPDR S&P Semicon

Invesco PHLX Semiconductor ETF

Citigroup

Mizuho Financial

Mizuho Financial Group, Inc.

NVIDIA

Intel

Samsung Electronics 

S&P 500

Netflix

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

NVIDIA Corporation

Samsung Electronics Co., Ltd. Sponsored GDR

Mizuho analyst Vijay Rakesh raised price targets for Micron Technology (MU) and Texas Instruments (TXN), citing strong chip demand driven by rising AI needs and improving sector trends. Rakesh ranks highly among analysts, with a 71% success rate and an average return of 68.9% per rating over the past year.

- Mizuho analyst Vijay Rakesh increased price targets for Micron Technology and Texas Instruments due to stronger pricing and rising AI demand.  
- He noted improving trends across the semiconductor sector, reflecting positive market conditions.  
- Rakesh ranks 4th among over 12,237 analysts, boasting a 71% success rate and an average return of 68.9% per rating over the past year.

Tip Ranks

Texas Instruments

Micron and Texas Instruments Get Price Target Boost as Top Mizuho Analyst Sees Strong Chip Demand

GraniteShares has filed for an 'Autocallable DRAM ETF' amid a surge in memory chip demand, following a strong rally led by Micron Technology. This move reflects Wall Street's shift towards complex financial products as the DRAM ETF gains popularity, having increased nearly 80% since its April launch. The demand for memory chips, crucial for AI infrastructure, has led to significant price hikes and earnings growth in the sector, despite warnings of potential market overheating.

- The AI memory-chip trade is progressing into a speculative phase with new ETF filings, including an Autocallable DRAM ETF by GraniteShares.  
- The DRAM ETF has surged almost 80% since April, driven by demand for high-bandwidth memory related to AI, while major memory stocks have experienced significant price increases.  
- However, warnings of overheating and bubble-like conditions in the semiconductor market are emerging, as the rapid shift to complex financial products reflects the strong investor interest in DRAM.

benzinga_article

Sandisk

Western Digital

Seagate Tech

OpenAI

Microsoft

Sandisk - WI

Western Digital - WI

GraniteShares Goes Down The AI Memory Lane, Eyes An Autocallable DRAM ETF

APLD

Applied Digital pre-market down 3.32%; Seagate Tech pre-market down 3.29%; Amesite pre-market up 187.51%; Rubico pre-market up 151.28%; Meituan Technology pre-market up 87.55%

Price Alert

Applied Digital

Rubico

Pre-market hot trades in US stocks: Applied Digital pre-market down 3.32%; Seagate Tech pre-market down 3.29%

SNDK

Micron and SanDisk stocks have fallen, but Melius Research analyst Ben Reitzes remains optimistic, raising Micron's price target to $1,100 and SanDisk's to $2,350, indicating potential upsides of 61% and 76%, respectively. He believes AI demand is stabilizing memory companies, with major cloud firms securing long-term supply deals. Micron's high-bandwidth memory is sold out through 2027, enhancing its pricing power. Both stocks hold Strong Buy ratings, though analysts predict slight downside for Micron and 10% upside for SanDisk.

- Memory chip stocks Micron (MU) and SanDisk (SNDK) are experiencing a decline amid a selloff in AI memory stocks, despite optimistic views from analyst Ben Reitzes.  
- Reitzes raised his price targets significantly for both companies, citing strong AI demand and long-term supply agreements as factors stabilizing future revenue.  
- He believes that Micron's high-bandwidth memory (HBM) supply issues and the growing need for flash storage in enterprise AI data centers will continue to drive demand for these memory stocks.

Marvell Tech

Micron and SanDisk Stocks Fall, but One Top Analyst Sees Massive Upside Ahead

Analysts from Melius Research and Bank of America have raised Micron's price targets to $1,100 and $950, respectively, driven by AI demand and supply constraints. Despite trading above $700, analysts consider Micron's forward P/E of near 8 and strong earnings growth as reasonable. The stock has experienced significant volatility, rising from $300 to over $800 before a recent decline due to sector concerns.

- Melius Research and Bank of America have raised their price targets for Micron to $1,100 and $950, respectively, driven by AI demand and supply issues.  
- Although Micron's stock is currently above $700, its forward P/E ratio of approximately 8 and strong earnings growth suggest it remains fairly valued, according to many analysts.  
- The stock has seen significant volatility, rising from $300 to over $800 before recently declining, influenced by broader sector uncertainties and geopolitical factors.

Bank of America

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Bank of America Corp

Analysts lift Micron targets past $1,000 amid AI boom

Micron, Seagate, and Western Digital stocks fell in premarket trading due to concerns over supply and capacity amid rising AI demand. Micron dropped 1.73% after a 5.95% decline, while Seagate and Western Digital also experienced significant losses. Analysts maintain a Buy rating for Micron, with a price forecast of $561.88, despite recent selloffs.

- Micron Technology, Inc. shares fell by 1.73% in premarket trading, continuing a trend after a 5.95% decline in the previous session due to supply concerns linked to rising AI demand.  
- Memory and storage stocks, including Seagate Technology and Western Digital, also reported losses as concerns about meeting AI-driven demand increased, with Seagate’s CEO highlighting challenges in expanding production capacity.  
- Analysts maintain a Buy rating on Micron, with a projected earnings report due on June 24, 2026, anticipating significant growth in earnings per share and revenue year-over-year.

Micron, Seagate, Western Digital Sink On Capacity Crunch Fears

Integral Investment Advisors Inc. acquired a new stake in Micron Technology, Inc. (NASDAQ: MU) during Q4, purchasing 1,547 shares valued at approximately $442,000. Other institutional investors also increased their stakes in Micron. Analysts have raised target prices for Micron, with a consensus rating of 'Buy' and an average target of $495.63. Recent insider transactions included significant stock sales by executives, reflecting a decrease in their ownership.

- Integral Investment Advisors Inc. acquired 1,547 shares of Micron Technology, valuing approximately $442,000, as reported in a recent SEC filing.  
- Multiple hedge funds have increased their stakes in Micron, with significant investments from firms like iA Global Asset Management and Westpac Banking Corp, reflecting strong institutional interest.  
- Despite a favorable outlook driven by AI demand, concerns about potential market fluctuations and insider sales may impact investor sentiment regarding Micron's future performance.

Market Beat

Direxion Daily MU Bear 1X Shares

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Deutsche Bank AG

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Deutsche Bank AG Subscription Rights

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Integral Investment Advisors Inc. Buys New Position in Micron Technology, Inc. $MU

Polymarket traders are bearish on the S&P 500 following a tech selloff, with a 40% chance of an upward opening on Tuesday. The index fell 0.07% to 7,403.05 on Monday, pressured by AI-related stocks after Seagate's CEO warned of supply constraints. Despite this, Wall Street remains near record highs, supported by strong earnings and easing geopolitical tensions after Trump canceled a planned attack on Iran. S&P 500 futures are down 0.23% in early trading.

- The S&P 500 declined 0.07% to 7,403.05 on Monday due to weakness in artificial intelligence-linked technology stocks.  
- Polymarket indicated a 40% chance of the index opening higher on Tuesday, amid concerns over supply constraints and geopolitical developments following President Trump's recent comments on Iran.  
- Despite the pullback, the market remains close to record levels, with investors focusing on earnings reports and home sales data before the next trading session.

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Stock Market: Will S&P 500 Open Up Or Down Today?

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

Seagate Technology's shares fell 7% after CEO Dave Mosley expressed concerns about the company's ability to meet rising AI-related data storage demand. Investors reacted negatively to his comments on delaying manufacturing capacity expansion, despite optimism for long-term AI-driven demand. Broader market pressures, including rising Treasury yields and geopolitical tensions, also impacted tech stocks. Analysts remain optimistic about Seagate's growth, with Evercore raising its price target to $1,000.

Invezz

Broadcom

Evercore

Seagate stock slides 7% as AI demand sparks capacity fears

$Roundhill Memory ETF(DRAM.US) beat all the $iShares Bitcoin Trust ETF(IBIT.US)'s &#34;First ever&#34; records for an ETF. As long as the supply constraints are there, this is good. Once it starts catching up, this can reverse with the same speed. $Micron Tech(MU.US) $Sandisk(SNDK.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4–Portfolio Health Check: Staying With The Leaders] 1️⃣ Current Holdings: The portfolio is still heavily concentrated in industrial and infrastructure-related names, with FIX remaining the clear core position at 56.08%. This week I added Powell Industries and TTM Technologies to increase exposure to power infrastructure and AI-related hardware supply chains. Both are smaller positions for now, but they fit the same broader theme around electrification, data center demand and AI infrastructure spending. 2️⃣ Market &amp; Earnings Watch: Industrial and infrastructure names continued to stay relatively strong this week, especially companies tied to data centers, power systems and AI capex. Memory-related names also remained resilient. DRAM and WDC are still contributing positively as the market continues pricing in stronger AI-driven demand for storage and memory. NVIDIA earnings are getting closer, and I think the reaction will matter more than the actual beat itself. Expectations across semis are already elevated, so guidance and spending outlook from hyperscalers will probably set the tone for the next move. 3️⃣ Portfolio Reaction: Most of the portfolio performance is still coming from FIX, WDC and CIEN. CW pulled back slightly after earnings even though guidance was raised, which feels more like short term rotation than a change in fundamentals. POWL is currently red after my entry, but since the position size is still small, I’m treating it more as an early starter position rather than something I need to react to immediately. 4️⃣ Positioning: The portfolio has become even more theme-driven over the past few weeks, especially around infrastructure, industrial automation and AI-related capex. I’m fine with that for now because the positioning still matches the areas where earnings momentum and capital spending trends remain strongest.#My Portfolio Health Check

Powell Industries

Comfort Systems USA

Ciena

Curtiss Wright

TTM Tech

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

Countdown to Samsung Strike: Are Memory Chip Prices Set to Rise?

Samsung Electronics faces a strike involving 40,000 employees starting May 21 after labor negotiations broke down. This has led to increased interest in Micron Technology, which is expected to benefit from the disruption, with retail investors predicting its stock could reach $1,300. Micron's stock has surged 140% recently, driven by its unique position as a US-based supplier of memory chips. Analysts warn that the strike could significantly impact global memory chip production and Samsung's profits, with potential losses reaching $671 million per day.

- The final negotiations between Samsung Electronics and the union failed on May 13, leading to an impending strike involving over 40,000 workers starting May 21.  
- This event has driven interest in Micron Technology, as analysts predict significant gains due to supply constraints, with stock prices soaring approximately 140% over the past month.  
- However, this situation is characterized as a "binary gamble," with potential for sharp price reversals if the strike is settled quickly.

CoinLive

Jefferies Financial

Samsung's 40,000-person strike countdown ends in 8 days; retail investors predict Micron will reach $1,300.

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📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

$Roundhill Memory ETF(DRAM.US)DRAM is a cleaner way for me to express my view on memory without buying several individual stocks. My cost is around 46.50, and with the price near 54.19, the gain is still modest.I like the ETF approach because memory stocks can swing with AI demand, data centers, smartphones, PCs, and inventory cycles. I’m watching whether demand and pricing keep improving.The position is still sized carefully in case the cycle turns. It also keeps my semiconductor exposure from leaning too much on a few popular names. DRAM gives me broader exposure to the theme, with patience and position size both important.@Bridge Buzz SG

Week 3 – Gains &amp; Tweaks​Current Holdings​Intel (INTC) is still the standout, sitting at a +170.54% gain. POET Tech has also made a huge recovery, jumping to +83.83%. Micron (MU) is another heavy hitter at +74.79%, while Tesla has finally found its footing and is now up +23.84%. On the downside, Hims &amp; Hers (HIMS) continues to be the main laggard at -23.24%.​Earnings &amp; News Watch​The Foundry Factor: Intel’s lead is largely driven by its 14A process gaining interest from big tech players looking for alternatives to TSMC.​Tesla’s Big Win: The recent $100M deal for their Semi trucks in California has given the stock the momentum it needed to break out of its recent slump.​AI Infrastructure: Companies like Vertiv (+41.86%) and Astera Labs (+27.14%) are still benefiting from the massive spend on data center cooling and connectivity.​Portfolio Reaction​The strategy is working, as the massive gains in chips and AI infrastructure are easily offsetting the dips in smaller positions. I’ve also started leaning more into ETFs like the Roundhill Memory ETF (DRAM) and WisdomTree Quantum Computing (WQTM) to get broader industry exposure without as much single-stock risk.​Next Plan​Taking Profit: It’s getting hard to ignore a 170% gain on Intel. I’m planning to sell a small portion soon just to lock in my initial investment.​The Energy Bet: Even though Constellation Energy (CEG) is slightly red at -4.85%, I'm holding it as a long-term play on the power needs of AI.​HIMS Decision: I'll give Hims another week or two to see if it stabilizes, otherwise, I might cut it to move that capital into a stronger trend.​Risk Check​The biggest risk is definitely &#34;valuation fatigue.&#34; A lot of these gains in the chip sector happened very quickly, and any negative macro news could trigger a sharp pullback. I'm keeping my stop-losses tight, especially on the high-flyers like Intel and POET, to protect the progress made so far.​

Tesla

Vertiv

WisdomTree Quantum Computing Fund

POET Tech

Hims & Hers Health

Taiwan Semiconductor

Astera Labs

Constellation Energy

Wait and not to miss it. Well said.

NewUser_cMDB1M

Ranks in the top 50% of account holders by rate of return
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Rate Of Return

$Roundhill Memory ETF(DRAM.US)Bullish on this, wonder if dip buying

$Roundhill Memory ETF(DRAM.US)'s daily dollar volume has exploded nearly 7x (591%) in May alone. Price is up 35% over the same period.

Fattycat

JD Return Rate

BABA Diamond Holder

[Week 3–My Portfolio Health Check: Adding More Memory Exposure]1. Current Holdings:My portfolio is still mainly concentrated in Comfort Systems USA and Curtiss-Wright, which together make up around 75% of the portfolio.FIX remains the core holding at 55.19%. The company already reported strong Q1 results with revenue up 56% YoY and EPS more than doubling, so I’m still comfortable keeping it as the anchor position.This week, I also added more exposure to the memory side through DRAM, alongside my existing WDC position.2. Market &amp; Earnings Watch:Memory and storage names have continued to stay strong recently as AI infrastructure spending remains elevated. WDC already delivered solid quarterly results with improving margins and strong guidance, which partly supports my decision to increase memory-related exposure.NVIDIA has not reported yet. Earnings are scheduled for 20 May, so I’m mainly watching guidance, margins and hyperscaler spending trends rather than just whether it beats estimates.At current valuations, market reaction probably matters more than the headline numbers themselves.3. Portfolio Reaction:The portfolio is still being carried mainly by FIX, WDC and CIEN. DRAM has also contributed positively after the recent move in memory-related names.On the weaker side, HOOD and UGL remain slightly negative, but their position sizes are relatively small, so they are not affecting the overall portfolio much.4. Positioning:The portfolio is definitely concentrated at this stage, but most of that came from letting stronger positions compound over time instead of constantly rebalancing.For now, I’m still comfortable staying patient as long as the underlying fundamentals remain intact.#My Portfolio Health Check

Pro Ultr GLD