How has Micron stock changed under Sanjay? Has Micron moved out of the commodity label into value add and therefore stock will move up into 150's eventually?
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Micron stock is stronger under Sanjay than it ever was under prior CEOs. That said the SOX index has greatly outperformed Micron stock if you look at it over the last 10 to 20 years
OP here. Stock up to 128 today. Nice!
https://seekingalpha.com/article/4808587-micron-stock-undervalued-currently-valued-as-if-there-is-no-ai-reiterate-strong-buy
150+ is possible short-term.
what stands out post-Q3 is that this AI wave isn’t lifting all boats equally—MU is not just riding it, we’re steering part of it. Analysts calling for $150 aren’t just drawing trendlines, they’re reacting to structural leverage. The worry isn’t whether demand is real—it’s whether we can scale fast enough to meet it. And that’s a good problem to have.
Historical stock price data is not hard to find. If you survive the next layoff let us know.
I worked with Sanjay when he was at Sandisk (that has spun out from under WD finally) and I think he does an incredible job. I think it will head toward that, supporting the AI growth.
OP here. I wanted to add Stock going to 150 as soon