Why has Micron surged so much? Why is it said that $MU is very likely to break 1000?

This seems a bit exaggerated: it took less than a year for the market to truly realize it was a core bottleneck asset for AI, to approaching a trillion dollars.

This surge suddenly gained momentum, and the main catalyst for the rise is the chart below: UBS analyst Timothy Arcuri raised the 12-month target price from $535 to $1625 and maintained a buy rating,

which is also one of the highest target prices for MU on Wall Street currently.

So the core catalyst is here: the market is beginning to reprice "memory."

Brothers, the main reason for focusing on this surge is that AI has genuinely started to change the narrative:

AI servers not only need GPUs but also extremely rely on HBM, DDR5, DRAM, NAND, and storage bandwidth.

The logic from UBS is that the demand for AI data centers, long-term customer agreements, and secured server DDR5 supply will mean Micron's profits will no longer just be subject to traditional cyclical fluctuations but will enter a phase of higher certainty in supply-demand tension.

Previously, it was noted that some large cloud vendors had secured about 60%–70% of the server DDR5 industry supply through long-term agreements, and UBS also expects that the supply tension for DRAM and NAND may last until 2028 and late 2027, respectively.

So, what does this indicate?

It indicates that the mainline of AI has further evolved from the past: GPU / computing power / Nvidia

to now include: memory / storage / bandwidth / power / network / cooling / the entire supply chain of data centers.

This indicates that the AI trade has officially entered its second phase: the market is starting to look for "bottlenecks beyond Nvidia."

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