SemiLLM(@SemiLLM):Based on SemiLLM’s estimates, $MU Micron’s projected operating income of approximately $42B would surpass the quarterly earnings of traditional M7 heavyweights such as $AAPL ($27.0B), $AMZN ($22.0B), and $META (~$22.0B), while approaching the profitability of cloud hyperscalers like $MSFT and $GOOG. This earnings inflection is driving a structural re-rating. With HBM supply remaining extremely tight and pricing largely locked in, Micron has already crossed the $1 trillion market cap milestone. @SemiLLM projects that the stock still has more than 100% upside, as the market increasingly values Micron as a critical, high-margin AI infrastructure company rather than a traditional cyclical memory maker.

2026.06.27 13:09

Based on SemiLLM’s estimates, $MU Micron’s projected operating income of approximately $42B would surpass the quarterly earnings of traditional M7 heavyweights such as $AAPL ($27.0B), $AMZN ($22.0B), and $META (~$22.0B), while approaching the profitability of cloud hyperscalers like $MSFT and $GOOG. This earnings inflection is driving a structural re-rating. With HBM supply remaining extremely tight and pricing largely locked in, Micron has already crossed the $1 trillion market cap milestone. @SemiLLM projects that the stock still has more than 100% upside, as the market increasingly values Micron as a critical, high-margin AI infrastructure company rather than a traditional cyclical memory maker.