저자: Thomas · 외국인
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마이크론은 HBM3 전력효율(30% 절감)과 칩스법 보조금(60억 달러 이상)을 근거로 메모리 시장 점유율 확대가 기대됨. 애널리스트 상향 조정과 Morgan Stanley의 equal weight 상향이 긍정 신호. 차트상 저항선 돌파 시 $200까지 언급되었으나, 두 번째 출연자는 1년 내 $200 도달에 반대하고 $140 수준을 합리적 목표로 제시. 단기 과열 우려.
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Micron Technology stock is on a rise and is set to hit new highs this year why because it's the Nvidia of memory chips let's talk about it welcome back guys Micron stock is surging let's get right into the details Thomas you had mentioned something along the lines of uh where nvidia's differentiated chip designs have spawned a new industry Micron is perfectly positioned to capitalize on it because of its power consumption so tell us more about this in the recent price surge if you would do you think Micron can truly become the Nvidia of memory chips or is this comparison just kind of overstated no I I think it's happening right now and to think about the power consumption angle the data centers that they're using and building to power AI use as much power as Bitcoin the one of the biggest issues with Bitcoin since its Inception was how much power it uses is it really worthwhile because of all the power it uses it's not green and technically Bitcoin really is green because more than 50% of its power is renewable as compared to AI which is not that good AI uses as much power micron's hbm3 chips use 30% less power than the competition which is a significant amount of power reduction for comparable or Superior performance that just sets it Head and Shoulders apart uh right now SK hex leads the market because they kind of invented the hbm3 um you know configuration Micron was kind of late to the party but it's definitely producing some solid um solid equipment I think that's going to take it uh to market share gains and help it dominate this market now let's talk about one of the other big things here and that is Micron getting the chips act money we're talking more than six billion in fragile grant money here so why is this so significant for micron tired of guessing which stocks to ditch Market beat's exclusive report 20 stocks to sell now through the noise uncover the truth behind wall Street's ratings as our list is cured from the stocks that top analysts consistently rate as hold or sell don't let your portfolio suffer these 20 companies have been red flaged for a reason so act now and Safeguard your Investments this report is free but only available for a limited time so download today yeah well like Thomas just said micron's making a huge investment in building out their infrastructure and let's be clear while $6 billion is a lot of money it's about a tenth of what Micron is going to be spending as a company to do this whole buildout over time still right now as we've seen over the past 12 months or so the federal government's probably the biggest game in town as far as injecting juice into the market and ingesting juice into the economy this is big for micron and in terms of in terms of getting those projects started it's going to be big for those local economies where they hit overall this is a bullish sign for the stock want to keep your finger on the pulse of the market text the word YouTube to 68 285 that's 68 285 and get free breaking news alerts from marketbeat for the stocks that matter most to you don't miss out on crucial updates stay informed and stay ahead right let's remember that Micron is the only domestic producer of memory chips that's why it's getting the chips sa money this is part of National Defense I mean Micron has the support of the government now recently Micron has been investing heavily in new facilities which is obviously seen as a strategic move for future growth but do you think these Investments are going to pay off or is Micron kind of making too much of a risk right now no I don't think it's too much of a risk because they're ramping production to meet expected industry demand but also to build out capacity for this new hbm market so um over time this is certainly going to play well into Mike Ron's growth all right analysts are responding very well to micron's position and the evolving outlook for them uh what is that Community saying overall about the stock well I think the analysts uh they like the stock they've been upgrading it they've been raising their price targets it's ranked on Market beats list of most upgraded and top rated stocks uh the most recent one came from Morgan Stanley I think it was yeah Morgan Stanley they upgraded to equal weight from underweight saying that they had carried a bullish or a bearish stance far too long they were lamenting their position they mentioned all the things that we've mentioned um they credit uh micron's performance uh and it's it's late start but it's also a it's position in the in the market and its ability to take share all right so Micron is at an inflection point guys and we could see shares hit $200 uh let's take a look at the chart and talk a little bit more about that right so this is the weekly chart of Micron stock you can see it bottomed here in 2022 as industry normalization kind of began and we kind of see the end of that coming coming about over here industry Market normalization is happening AI is taking off excuse me the analyst lead is stock to a new high we're testing resistance right here this is a significant resistance a critical Pivot Point the market gets above here see it gaining $20 which would be this magnitude from here to here up to 50 to $75 which would be from this Rally Point to here the bottom to the top but from this 20 130 breakout point we could put this like up to $200 uh pretty quickly I think yeah I'm gonna take the under on that um and it's it's really just for no other reason then I think micron's a good example of two things that can be true at the same time I think Micron is one of those companies that has the everybody's looking for what companies are going to be the next Nvidia which sounds insane but that's kind of how a lot of investors think they've already moved on from Nvidia at least some have and they're looking for that next stock that they can get in while it's still relatively small Micron could be one of those companies the stocks up over 90% for this year year for the last 12 months of their revenue and earnings they're actually lower than they were from the prior period so there's something there that's not aligning for me anyway I think this is a case of just a stock that's a little ahead of itself right now I think it's going to go up I see some analysts do have a price target of over $200 I'm not seeing it getting there in the next um you know in the next 12 months I do agree with Thomas I think that $140 range that could be a reasonable price Target here I'm just not seeing it go to 200 at least not in the short term all right well thank you everyone for watching today stay tuned as we will continue to keep our eye on this stock and of course many more right here at Market be don't forget to leave your comments down below and go ahead and check out Market beats resources to help you with all of your investment needs until next time we'll talk soon
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