Micron just guided 68% gross margins and the stock still isn’t being talked about like it should be. That’s the part that makes me laugh. We’ve got people screaming about “AI winners” like it’s only GPUs and cloud… while the thing that actually feeds the AI beast is quietly getting repriced in real time.

This market loves drama. It loves narratives. It loves pretending every dip is the end and every rip is “too late.” Meanwhile, the real money gets made in the boring stuff nobody brags about at dinner. Supply. Pricing. Capacity. Contracts. The plumbing of the AI economy.

And today? That plumbing is the story. Because memory is turning into a choke point, and the market is finally admitting it. When something becomes scarce, you don’t get a polite re-rating. You get a stampede.

So in this Monday issue, I’m cutting through the noise and giving you the only lens that matters right now: what’s actually driving MU’s run, what would keep it going, and what would break the story fast. Not opinions. Not vibes. Signals.

If you’ve been watching MU hit all-time highs and thinking, “I missed it,” good. That feeling is useful. It tells you your brain is still wired for headlines, not setups.

Let’s fix that.

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Micron just hit an all-time high around $362.75.

And if you’re thinking, “Huh? Isn’t Micron just a memory stock?”

Yes.

But this time, the “memory story” changed.

The market is finally pricing a truth most people ignored:

AI doesn’t run on chips alone. It runs on memory.

And memory is tight.

So when the market finally wakes up, it doesn’t tiptoe in.

It sprints.

For years, Micron was treated like a boring cycle.

Prices go up, prices crash, repeat.

This is different.

Right now, Micron is not getting rewarded because people “like” the company.

It’s getting rewarded because the product is scarce, and the buyers are serious.

AI data centers are pulling in massive memory demand.

And Micron is one of the few companies that can supply what the market needs at scale.

That’s why MU is running.

Not hype.

Supply and demand.

Micron just reported $13.64B in revenue for its latest quarter. Gross margin was 56%.

That’s not a normal “commodity chip” quarter.

That’s a “we have leverage” quarter.

And then Micron guided next quarter revenue to about $18.7B with 68% gross margin (non-GAAP).

Read that again. 68%!!

When a company guides like that, the stock doesn’t ask questions. It reprices.

Everyone talks about GPUs. But GPUs alone don’t solve AI.

AI needs high-bandwidth memory, the stuff that feeds the beast.

Micron has said they’ve locked price and volume agreements for their entire calendar 2026 HBM supply, including HBM4.

That’s the part most people missed.

If your 2026 supply is basically spoken for, this is not “maybe demand.”

This is demand already booked.

When a stock crosses major milestones, investors pay attention.

Micron recently pushed past a huge market value milestone (over $400B).

That kind of move usually happens when the market shifts a stock into a new category.

Micron is getting moved from:

“cheap cyclical trade” to “AI infrastructure bottleneck winner”

That’s why it keeps making new highs.

Most readers make the same mistake here. They see all-time highs and freeze.

Or they chase with no plan.

Here’s the pragmatic way.

Do not chase green candles.

Instead, do this:

Your goal is not to catch the top or bottom.

Your goal is to build exposure without emotional damage.

You don’t need to do anything dramatic.

Do this instead:

The biggest win is staying disciplined while the stock tries to make you greedy.

This is still memory. So keep your eyes open.

When pricing gets strong, the industry always wants to expand.

If supply floods in too fast, the party ends.

Micron is investing heavily (capex is ramping).

That’s fine when demand stays strong.

It’s dangerous if demand slows.

So the rule is simple:

As long as pricing stays tight and guidance stays confident, the trend is your friend.

If pricing cracks and guidance softens, don’t argue.

Micron isn’t running because it’s “hot.”

It’s running because AI turned memory into a choke point.

When something becomes a choke point, it becomes expensive.

So don’t ask, “Did it already run?”

Ask the better question: Is the earnings power still rising faster than the stock is pricing in?

That’s how you stay calm at all-time highs.

That’s how you win.

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Micron ripping to all-time highs is a good reminder that the market doesn’t reward “being right” in theory, it rewards being positioned before the crowd finally updates its beliefs. Most people wait for certainty, then they call it conviction. But certainty usually shows up after the easy money is gone. If this move feels uncomfortable, that’s not a red flag, it’s the admission price for being early in a real shift.

The trick is to stop treating all-time highs like a finish line. Sometimes they’re just the first moment a stock is priced closer to what it’s becoming, not what it used to be. My job isn’t to predict the next headline, it’s to stay anchored to the few signals that matter and ignore everything that exists to hijack my attention. In markets like this, calm isn’t passive, it’s an edge.