MICRON TECHNOLOGY WKN: 869020 ISIN: US5951121038 Forum: Aktien Thema: Hauptdiskussion

Kleiner Tipp, orientier dich nur an Fakten und deiner eigenen Meinung, und nicht daran was andere machen. 😉

Guy Spier hat 60 % seiner Micron-Anteile verkauft - eine signifikante Entscheidung für einen "Buy-and-Hold-Investor", der nur selten handelt. Dies deutet darauf hin, dass er den Kurs als zu hoch bewertet ansieht. Ich habe letzte Woche 82 % meiner Micron-Anteile in drei Tranchen bei 213 €, 218 € und 222 € verkauft. Wie Spier habe ich einen Restbehalt, da das weitere Kurspotenzial ungewiss bleibt. Micron hatte ich 2022 gekauft - damals Guy Spier geklont :) -----> https://www.dataroma.com/m/holdings.php?m=aq

Dann klon mal schön weiter…

https://de.finance.yahoo.com/nachrichten/speicherknappheit-2-0-micron-explodieren-210104840.html?guccounter=1

Morgan Stanley sieht den Gewinn je Aktie in 2026 auf 25$ pro Aktie anwachsen!! Ich denke bis 2027 ist hier richtig Feuer unterm Ofen. Klar muss es auch mal Rücksetzer geben, doch die wurden in der letzten Zeit gleich wieder aufgekauft. Auch eine Palantir ist „viel zu hoch“ bewertet und wo sind die massiven Rücksetzer dort bisher….? Ich hatte eher mit dem Gedanken gespielt nachzukaufen, werde aber mein Bestand halten und bei 300€ die Hälfte rausnehmen. Aber jedem das seine, wenn du bei 50-80€ eingestiegen bist damals, sind das doch gute Gewinne🙋🏼‍♂️

Sieht nicht danach aus. 😉😎

Knallt es jetzt, wenn das Volk um den blöde.n trump.el hinzukommen, richtig runter ?

https://www.benzinga.com/markets/tech/25/11/48842333/microns-new-chip-aims-to-make-in-car-ai-and-safety-alerts-twice-as-fast Micron Technology Inc. (NASDAQ:MU) has begun shipping qualification samples of its automotive Universal Flash Storage (UFS) 4.1 solution to customers worldwide. Designed to deliver a bandwidth of 4.2 gigabytes per second—twice that of its predecessor—the new UFS 4.1 enables faster AI data access, powering advanced in-cabin features such as voice assistants, personalized infotainment, and safety alerts, while supporting advanced driver assistance systems (ADAS) and autonomous systems through rapid data capture from cameras, lidar, and radar sensors. It marks the company’s move to unlock data speed and reliability for next-generation vehicles. Built with Micron's ninth-generation 3D NAND flash technology, the automotive UFS 4.1 delivers higher performance, capacity, and endurance to meet rigorous automotive standards such as AEC-Q104, setting a new industry benchmark for AI-enabled mobility. Micron stock gained 181% year-to-date, driven by demand for memory chips amid the AI boom, especially in data centers. In October, Micron began shipping customer samples of its 192GB SOCAMM2 (small-outline compression-attached memory modules), built to accelerate the adoption of low-power memory in AI data centers. As AI innovation accelerates, data centers are turning to energy-efficient infrastructure, and Micron—working with Nvidia Corporation (NASDAQ:NVDA)—has led the development of low-power server memory over the past five years.

https://www.zacks.com/commentary/2790223/is-top-ranked-micron-the-best-ai-stock-to-buy-now Key Takeaways Micron's AI-boosted growth outlook is stellar, and its EPS revisions earn MU a Zacks Rank #1 (Strong Buy). MU offers the winning combination of AI growth and great value, trading at a 50% discount to Tech. Artificial intelligence chipmaker Micron Technology, Inc. (MU Quick QuoteMU - Free Report) stock has soared 95% in the past three months. The AI stock’s recent rally helped Micron blow past its previous highs, on its way to becoming one of the best-performing S&P 500 stocks on Wall Street in 2025. The memory chip powerhouse’s AI-boosted growth is staggering. Micron posted 49% revenue growth in FY25 (period ended in August) and roughly 1,000% earnings growth. MU’s beat-and-raise Q4 report in late September sent its EPS estimates surging for FY26 and FY27 as the AI arms race heats up. Its upbeat EPS revisions earn MU a Zacks Rank #1 (Strong Buy). Micron’s standing as the only U.S.-based memory chip manufacturer enhances its long-term bull case as the U.S. races to dominate AI and build the most cutting-edge chips domestically. All the headlines about the AI bubble might not apply to Micron, considering MU appears to be one of the best value stocks in all of AI. Micron is trading at a roughly 50% discount to Tech (15.1X vs. 29.2X) despite tripling the sector over the past decade, up 1,500%. Buy AI Stock Micron and Hold Forever? Micron is one of the giants of memory and storage chips. MU’s DRAM and NAND offerings have long been critical components in everything from smartphones to data centers. The semiconductor memory solutions standout more than doubled its revenue between 2010 and 2020, well before the AI boom. The memory space had, however, been one of the most boom-and-bust-prone parts of an already cyclical semiconductor industry. Micron’s revenue often fluctuated alongside consumer spending and production cycles across smartphones, PCs, laptops, vehicles, and more. The rapid expansion of AI data centers and the growing AI arms race could see Micron become more untethered from that dreaded historical cycle. Micron is a compelling long-term AI investment because it is a leader in high-bandwidth memory (HBM), which is critical for AI workloads. MU works directly with AI chip powerhouse Nvidia and NVDA’s closest rival, AMD. Micron’s CEO has said that AI will drive record memory chip demand. The memory chip stock is expanding its manufacturing footprint in the U.S. as part of the larger reshoring boom. Micron is a vertically integrated semiconductor company, meaning it designs, manufactures, and tests most of its chips in-house, unlike fabless companies such as Nvidia (NVDA Quick QuoteNVDA - Free Report) that outsource manufacturing to foundries such as Taiwan Semiconductor (TSM Quick QuoteTSM - Free Report) . Micron’s AI-Boosted Growth Micron posted record revenue and earnings in FY25, driven in larger part by the AI spending boom. It grew its revenue by 49% last year to a new record of $37.37 billion (easily topping its previous ~$30 billion from FY22 and FY18) after 62% expansion in FY24. MU is projected to grow its revenue by 42% in FY26 and 14% in FY27 to hit $60.71 billion as it “capitalizes on the AI opportunity ahead.” Micron grew its GAAP earnings per share (EPS) by 1,016% last year and its adjusted EPS by 540%. The company’s beat-and-raise Q4 report sent analysts racing to raise their 2026 and 2027 estimates, with its FY26 Zacks consensus up 24% and 19% for 2027. The upbeat EPS revisions earn it a Zacks Rank #1 (Strong Buy). It has also topped our EPS estimates in 18 out of the past 20 quarters, including a 10% average beat in the trailing four quarters. This backdrop is a big reason why 27 of the 37 brokerage recommendations Zacks has are “Strong Buys,” alongside five “Buys” and five “Holds” (meaning zero Sells).

https://www.investors.com/news/technology/micron-stock-mu-top-pick-morgan-stanley/ Investment bank Morgan Stanley on Thursday called Micron Technology (MU) stock a "top pick," saying the memory-chip maker will benefit from rising prices. Analyst Joseph Moore reiterated his overweight, or buy, rating on Micron stock and upped his price target to a Street high of 325 from 220. On the stock market today, Micron stock fell 3.3% to close at 236.95 amid a broad market sell-off. On Monday, Micron stock hit an all-time high of 257.07. Micron's fortunes should rise along with prices for its dynamic random-access memory, or DRAM, chips, Moore said in a client note. The company is seeing strong demand for its DDR5 products — Double Data Rate 5 synchronous dynamic random-access memory — for artificial intelligence data centers, he said. DDR5 spot pricing has tripled in a little over a month, Moore said. "To find this kind of move in DRAM pricing you'd likely to have to go back to the cycles of the 1990s," he said. Micron Stock Ranks First In Group "We believe that's going to move us firmly into uncharted territory from an earnings standpoint, and we think the stock has yet to fully price in the upside that's coming," Moore said. "At a time when AI sentiment is pricing in positive moves — but still with some anxiety — we see room for further enthusiasm in the story in addition to the jump in earnings power." Micron stock is on three IBD lists: IBD 50, Leaderboard and Tech Leaders. It has a best-possible IBD Composite Rating of 99, according to IBD Stock Checkup. Further, Micron stock ranks first out of 10 stocks in IBD's Computer-Data Storage industry group. That group ranks No. 2 out of 197 industry groups for performance over the past 12 months.

Außer du wohnst auf Zypern oder anderen Ländern

Wenn du die Aktien nach dem bekannten Datum gekauft hast und den Freibetrag ausgeschöpft hast, zahlst du natürlich die Kapitalertragssteuer auf Gewinne…

Weiss nicht was du nicht verstehen willst🤷🏼‍♂️ ich wohne nicht im 3.Welt Land…!!

🧐dann bleibt nur der Grundfreibetrag , den du ausschöpfst😅

Auch bei 10000€ nicht, da ich nicht der Merkelsteuer unterliege, aber nun ist auch gut!!