MU · アーカイブ

毎月、新しい独立レーティングを公開します。過去数か月のコメント、評価、価格トレンドをひと目で確認できます。

20265月

MU May 2026 · hold

Micron is successfully pivoting from a highly cyclical commodity player into a critical AI infrastructure provider. The expansion into High Bandwidth Memory (HBM) provides a structural shift in both margin profile and earnings stability.

ホールド

$646.63

20264月

MU Apr 2026 · buy

Micron's transition into a critical AI infrastructure provider via HBM has supercharged its current cycle, but investors must navigate the tension between peak-cycle earnings and inevitable commodity mean-reversion.

買い

$524.56

20263月

MU Mar 2026 · Hold

Micron offers strong exposure to the AI hardware supercycle, but the stock is currently trading near its fair value of $455, requiring a pullback to $364 before initiating new positions to account for inherent cycle risks.

ホールド

$418.69

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