Micron just shattered records with $41.5 billion in Q3 revenue—more than any full year before—and profits soared to $28.2 billion. Their HBM4 memory is already shipping, with HBM4E coming in 2027. Samsung warns of a looming memory shortage by 2027, sending Micron’s stock up 18.4% to nearly $988 billion market cap. But history says memory booms always crash—Micron halved revenue and lost $5.8 billion just three years ago. Analysts see two paths to 2030: AI-driven demand could push earnings to $120/share (stock: $1,200–$1,500), or a mid-cycle dip to $40–$60/share ($400–$700). My call? Micron’s likely to land between $800–$1,100 by 2030—but the ride’s still wild.
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