Micron's entire 2026 HBM4 supply is sold out. Long-term, fixed-price contracts. π
They're only fulfilling 50β65% of key customer demand right now.
Mizuho says there's "no clear line of sight" on when the supply gap closes.
UBS raised target from $535 to $1,625. Argument: AI permanently changed how MU deserves to be valued.
Stock up +19% today. Market cap crosses $1 trillion for the first time. Biggest single-day gain since 2011.
Q2 revenue was +196% year-over-year. EPS +756% year-over-year. β‘
Three companies make HBM: Micron, SK Hynix, Samsung. Samsung is losing share on yield issues.
The supply chain doesn't lie.
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