BlockBeats News, May 27th, the "Stock God" Serenity evaluated Micron (MU) as its market cap surpassed $1 trillion. Serenity reiterated its previous assessment that Micron is poised to become the "next NVIDIA," highlighting that under the AI-driven structural memory demand, MU will continue to rise. The recent surge from $80 to $887 has already created many millionaires.

Serenity revisited its January view, believing that AI has broken the short-term nature of memory. Micron, with its "Made in America" advantage and White House support, had a forward PE ratio of only about 11.6 times in January. Despite a projected 133% YoY revenue increase and 319% YoY EPS growth, even after a 40% increase in January, institutions continued to buy on every dip due to the high value of HBM (High Bandwidth Memory). Micron is expected to reach a $1.5 trillion market cap by 2027.

Note: Serenity is a prominent trader on the Reddit WallStreetBets (WSB) forum known for their influence. Their core research findings are consistently and openly shared for free. The research framework focuses on key complementary components in NVIDIA's AI chip industry chain, accurately identifying crucial chokepoints in the chip manufacturing and packaging processes, and strategically positioning upstream targets with scarcity and bargaining power.