2025-12-26 10:22:05

The cryptocurrency market has been a bit frustrating these past two days—Bitcoin is stubbornly hovering around $87,000, swinging back and forth, and meme coins are experiencing wild volatility, making it seem like there's no actual trading volume. Instead of wasting time here, I recently shifted my focus to the US stock market.

Recently, I directly invested $10,000 in Micron Technology (MU), which is currently trading around $286 and just hit a new all-time high. Why did I choose it? The main reason is simple—demand for high-bandwidth memory (HBM) in AI data centers is exploding. As one of the world's three major HBM suppliers, alongside Samsung and SK Hynix, Micron's HBM3E and HBM4 products are already in severe shortage. Their capacity for 2025 has been sold out for a long time, and orders for 2026 are almost fully booked.

Producing HBM consumes three times the wafer capacity of regular DDR5, which has directly caused a serious bottleneck in the overall DRAM market supply, with spot prices having increased by over 30% recently.

Looking at the financial data, Micron's latest Q1 earnings report is truly record-breaking—revenue of $13.6 billion and EPS of $4.78, both significantly exceeding expectations. Even more impressive is the guidance for the next quarter: revenue of $18.7 billion and EPS of $8.42, nearly double what Wall Street anticipated. The CEO explicitly stated during the earnings call that this memory shortage is expected to last at least until after 2026. Even if the company meets the demands of major clients, it can only supply 50-70% of their needs.

From supply chain logic to financial data, this opportunity with Micron is definitely worth paying close attention to. While the crypto market is still oscillating around $80,000, the US stock market is showcasing a valuation reshaping driven by supply chain scarcity.

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AirdropHunter9000

· 8h ago

Selling coins to buy chips? I understand the logic, but I just entered at a high point at 286... Are we really so sure that HBM can last until 2026?

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AirdropJunkie

· 8h ago

Still waiting for Bitcoin to hit a new high? I've already moved to the US stock market to harvest some gains. The HBM issue is indeed a bottleneck; this round, Micron is truly benefiting from the supply chain dividends. Demand at data centers is exploding, and capacity simply can't keep up—will this last until 2026? That's what I call a real moat. Compared to the garbage coins in the crypto world that rely on stories to inflate prices, this is the kind of fundamentals you can see and touch. With such explosive financial report data and guidance doubling next quarter, how could it be anything but solid? I've already jumped in; now it's just a matter of how high it can go. Crypto folks keep shaking, but we're playing the supply chain scarcity game.

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On-ChainDiver

· 8h ago

Damn, the crypto scene is really dead like this, might as well go to the US stock market and hunt for gains. I've seen through the HBM shortage issue a long time ago; Micron is holding steady this wave. Chasing after a new high of 287? I'm not going to chase it, wait for a correction. The earnings report is so strong, next quarter guidance doubling? Seems a bit doubtful. Still short of supply until 2026, that's real scarcity; the crypto world can't play that game. In the US stock market, all kinds of stories are backed by data, much more reliable than the crypto scene haha. Hey, what's your average price for Micron now? Entering at this level is a bit scary. DRAM up 30% and no one notices? Once the market reacts, another wave of rise will come. Bitcoin now just looks like a repeat machine, really annoying. It's more comfortable to trade based on fundamentals. Maybe everyone should just play in the US stock market; the crypto scene is just showing midday crash shows every day.

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CryptoWageSlave

· 8h ago

The crypto world is just a casino; you still have to look at the fundamentals, brother. Micron's recent performance is indeed impressive; supply chain bottlenecks often lead to good stocks. However, buying at a new high of 286 makes me a bit nervous. It's better to wait for a pullback before jumping in. The demand for HBM is really solid; I'm just worried about policy changes in the US. Anyway, it's better than holding worthless coins forever; at least you can see real financial reports with actual profits.

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SeasonedInvestor

· 8h ago

Wow, Micron really outdid themselves this time. The supply chain bottleneck is just a money-printing machine.

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AirdropHarvester

· 8h ago

Ridiculous, I really can't stand the bear market in the crypto world, still better than the solid US stock market --- HBM production capacity sold out until 2026? Now that's real scarcity, can those air coins in the crypto world compare? --- Micron's financial report is indeed impressive, with next quarter revenue guidance of $18.7 billion doubling directly, I'm also watching --- Supply chain bottlenecks = easy money, much more reliable than watching K-lines every day --- Chasing new all-time highs? But the logic does hold up... I'm conflicted --- This cycle of AI is all about memory, whoever controls HBM controls pricing power, Micron has really gone all-in this time --- In the crypto world, 87,000 repeatedly dumping, while US stocks are rising in performance, the gap is ridiculously large --- Wait, the CEO said they can only supply 50-70% of demand... Is this saying there's a ceiling on production capacity? --- Spot prices have risen over 30% but haven't reflected in the stock price? Seems like there's still room to grow --- Finally someone clarified, don't just focus on coin prices, supply chain shortages are the real deal

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MetaverseHobo

· 8h ago

Selling coins to buy MU is indeed quite attractive. The logic behind HBM is solid, and the story of orders exceeding supply for three years generally isn't a scam.

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