$Micron Tech(MU.US) | Wolfe Research reiterates ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ on ๐๐ข๐๐ซ๐จ๐ง, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐,๐๐๐ ๐๐ซ๐จ๐ฆ $๐๐๐, 'Raising memory model and MU estimates, mostly on pricing'
Analyst sees a prolonged supply/demand gap through at least CY27, driven by AI, leading to significantly higher memory pricing and estimates for Micron.
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