#MicronAIArmsRace

About MicronAIArmsRace

Micron (MU) surged 19%, breaking $1T market cap for the first time. YTD gains: 213%. UBS analyst Timothy Arcuri raised his target from $535 to $1,625 (+204%), highest Wall Street PT on MU ever. Thesis: up to 30% of DDR capacity locked into long-term contracts, pricing power rising. Full 2026 HBM capacity already sold out. Trump called Micron "really incredible" 3 days prior. On-chain AI tokens (TAO, RNDR) share sentiment linkage, making MU a lead signal for AI sector momentum.