#MicronAIArmsRace Micron just broke $1T market cap for the first time. Up 19% in a single day. 213% YTD 📈 UBS raised their price target from $535 to $1,625 — a 204% increase. Highest Wall Street PT on MU ever. Core thesis: 30% of DDR capacity locked into long-term contracts, full 2026 HBM capacity already sold out 💀 Oh and Trump called Micron "really incredible" 3 days ago. Make of that what you will 🫠 The part worth watching for crypto: TAO and RNDR share sentiment linkage with MU. When MU runs, on-chain AI tokens tend to follow. MU is basically a lead indicator for AI sector momentum right now 👀 But a price target 3x above current price while HBM is "sold out" — is that real demand or customers strategically locking in supply before a shortage? There's a difference, and it matters for where MU goes from here 🤔