UBS

SondeMarkets

It's up around 650% this year and it's the best performing stock in the S&P 500. Whatever repricing was going to happen has largely happened already, this isn't the market waking up to something. What actually moved it last week wasn't the AI storage story, it was the contracts. Eight long term agreements, about $91bn of remaining performance obligations, average term over four years, and roughly two thirds of projected 2028 production already locked in. They went from something like three months of visibility to years of it. That's what gets you a re-rating, not "AI needs NAND". And the bear case is sitting in the same fact. Contracts with minimum pricing cap your upside as well as your downside, so if NAND keeps ripping they've already sold a chunk of it forward. They're also only worth as much as the buyer's capex, and UBS has hyperscaler spend going from +76% this year to +25% next year and +6% in 2028.

EmbarrassedPart1256

I was almost falling back to sleep & then I shot up. $CAPS will get bought out; all the ingredients are there IMO. Durable moat/near monopoly, suppressed share price, restated financials. Matt Lipman comes from UBS & has history with M&A. If not a buyout, it *will* run. I’m not going to miss it. I don’t care if I’m the only one; I was with $CTM & it changed my life. $CAPS business is way more solid than $CTM & the float is a lot smaller. This could make an $OPEN move; that was right around September when it popped off 🥸

lavaeyeye

UBS claim it is 60%

BenMahagoni

relax it will recover. UBS, Morgan Stanley, Wedbush, Evercore etc reinforced their "buy now" recommendation after the price drop. many of them raising the price target to 130-150

Put_Er_There_Sport

[UBS cuts price target on margin concerns.](https://www.investing.com/news/analyst-ratings/ubs-cuts-applied-materials-stock-price-target-on-margin-concerns-93CH-4860257)

redditr79

LOOK WHO IS ALREADY ON THE HOLDER LIST I dug through the latest Fintel ownership data, and there is a very interesting institutional footprint here. Fintel currently lists 29 institutional owners, including: 🏦 BlackRock \~9.27M shares 🏦 Geode Capital \~6.99M 🏦 Vanguard Capital Management \~6.97M 🤖 Renaissance Technologies \~4.86M 🏦 State Street \~3.36M 🏦 Northern Trust \~1.32M 🏦 UBS \~524K 🏦 Jane Street \~595K 🏦 Two Sigma Securities \~195K 🏦 Scotia Capital \~102K 🏦 StoneX \~90K 🏦 XTX Topco \~73K 🏦 Tower Research \~87K Fintel shows 19 buyers vs. only 1 seller, with 15 newly reported institutional positions. However, the reported institutional share count is NOT adjusted for SRXH’s 1 for 60 reverse split, so these raw share numbers should NOT be interpreted as today’s actual share ownership. Fintel explicitly warns about this.

ILoveWesternCenter

Ass tits hired a strategic advisor Ozzie Ramos who was vice chairman at both UBS and Barclays this month.....this is very bullish

Sufficient_Habit5091

And they're cashflow negative due to exponentially spiraling spending growing much, much faster than revenue. *UBS expects OpenAI and Anthropic to make up 50% of all cloud revenue in 2027*. *MSFT 40%+ of all cloud backlog is OpenAI*. It's one giant circular spending ponzi and our retirement accounts are the exit liquidity.

Careless-Place-170

From Dec 9, 2026 (second anniversary of the CHIPS agreement) Micron intends to increase capital return and over time return 100% of excess cash, with share repurchases as the principal tool — UBS sees potential to retire >40% of shares through end-2028 once the restriction lapses; BofA models up to $31.7B of buybacks in FY27

Sufficient_Habit5091

UBS projects nearly **50% of GOOGL cloud revenue next year will be from OpenAI and Anthropic**. Much organic. Not circular. Such wow. 😍

Sufficient_Habit5091

UBS projects nearly ***50% of GOOGL cloud revenue next year will be from OpenAI and Anthropic**. Much organic. Not circular. Such wow. 😍

GneissFrog

i'm certain that a lot of people who bought puts on SPCX expecting it to plummet instantly with all these unlocked shares don't realize they are betting against GS, MS, BoA, Citiground, JPM, Barclays, Deutsche Bank, RBC Capital, UBS, and Wells Fargo. These banks have had ages to prepare their order books, reaching out to clients, and allocating accordingly.

old_nighteagleowl

Before you consult the graph I hope you do know that data before about 1990s (or even 2000s) is basically a model and we don't really have all prices and all details from the past... See UBS "Global Investment Return Yearbook 2025" for more.

beIIe-and-sebastian

Hall of shame: HSBC: $115 Piper Sandler: $156 Needham: $200 --> $250 (rerated) 🤡 Evercore: $230 Wells Fargo: $230 UBS: $210 Rbc Capital: $225 Raymond James: $800 💀 Morgan Stanley: $300 JP Morgan: $225 Goldman: $205 Deutsche Bank: $255 Citigroup $200 .... Morningstar: $62

jerome-yellen

UBS projects DDR spend of $190.6 billion in 2026 and then $448.9 billion in 2027, an increase of \~135%. Total memory spend to increase by 127% in 2027.

YTLupo

UBS once put the "GUH" kid in a presentation for research.

Full_Pear449

Broadly a "Hold" with recent target cuts from major firms like UBS, Goldman Sachs, and Mizuho lowering price targets to a $5–$6 range.

valorallure01

I'm holding commons here and think this is a great asymmetric trade. Below NAV and you can either get NAV at liquidation or a free look at a deal if they announce a definitive agreement. Boon Sim was a senior banker at Credit Suisse and after Credit Suisse was taken over from UBS alot of the Credit Suisse bankers went to Santander which is the Underwriter for this SPAC.

Bichael-Murry

where is that king regard anlyst from UBS who set $1600 PT for $MU? smh, these people make 7 figures tbh

SkipPperk

You must be my financial advisor over at UBS…

Beginning-Fig-9089

UBS raises target estimate for Philly to win 2027 championship +150

Bichael-Murry

where is this UBS analyst with $MU pt @ $1600, fucking lol tbh

tika_dengu

MU has been plummeting since UBS raised its price target to $1625

hftrobo9285

UBS pumping their SPCX bags now 🤡

azboy

This mf cost me my job... Credit Suisse employee for the last 20 years, then Archegos happens, then CS goes bankrupt then UBS takes over, then UBS fires me....

Basic-Honeydew5510

Nomura, Goldman Sachs, Credit Suisse, UBS, and Morgan Stanley are pussies. The swap desk im working in gives 10x leverage lol. 

International-Tie246

I think squeeze potential was always overstated here. Cost to borrow just temporary spiked on the 8th. Same time my brokerage showed exactly 1 share available for short. It was never a concern over a stretch imo. Just a failed narrative to lure more people into this literal defense of helm’s deep. Never I seen 200 million dollar bid walls. But maybe I am just new. It was crazy. Some MMID’s even flashed there, UBS and others who are balls deep in this. I think they failed to keep the 150 put wall, but prevented overall collapse. The media pump was crazy. All the cheats enabled and it is still at 145. Musk cancelling cnbc appearance. Just tremendous stuff. Now about next week I don’t think. First of all there was never a ban to sell stock for investors in first 30 days, just a penalty which only concerned ability to take part in future IPO’s, which some may sacrificed. Second more important I think is stabilization desk is no more and underwriters cannot defend 135.

iLov3musk

Global memory sales jumped 31% month-on-month to a record $74 billion, driven by strong AI demand. NAND surged 40% to $25 billion, while DRAM reached $48 billion. UBS expects sharp price increases and supply shortages through mid-2028. Micron, Samsung, SK Hynix, and SanDisk could benefit most. Bernstein remains bullish near term but expects price growth to slow as consumer demand weakens.

piltdown_manchild

https://preview.redd.it/4li5yjos9hch1.jpeg?width=1819&format=pjpg&auto=webp&s=2fd342281333960b47f0adecc5f40237f82043a7 I was a bit upset over being forced to passively buy SpaceX due to the fact that we own the Invesco QQQ index fund, but I figured the amount involved wasn't worth worrying about. A couple days later, I checked our primary account and UBS had moved 1% of the account into Space X. I called our financial advisor and he told me that UBS was recommending a 1% position for most of their clients due to the "long-term value proposition". I made it clear that I didn't want to ride SPCX all the way down to below $1T once all the lockouts end, and as of this morning we're out (after losing a fair amount, of course). Long story short, expect a big rally. SpaceX will be at $500 in six months.

iLov3musk

Its not fake news. Global memory sales jumped 31.7% month-on-month to a record $74.6 billion, driven by strong AI demand. NAND surged 40.7% to $25.8 billion, while DRAM reached $48 billion. UBS expects sharp price increases and supply shortages through mid-2028. Micron, Samsung, SK Hynix, and SanDisk could benefit most. Bernstein remains bullish near term but expects price growth to slow as consumer demand weakens.

Professional-Tap2052

UBS the goat. Said today good time to buy TSLA and I actually listened.

SanDisk_Made_Me_Rich

I'm sorry I can't trust these Wall Street bankers that pimped out SpaceX's IPO: Price targets are: Goldman Sachs ($205), Morgan Stanley ($300), UBS ($210) Raymond James put something ridiculous at $800 that would value Spacex at $10 trillion or 2x Nvidia

Bichael-Murry

where are those giga regards from UBS with $mu target at $1500+ fucking lol

SnooHedgehogs5162

UBS operating profit estimates for Samsung Electronics and SK hynix 1. Samsung Electronics 2026: KRW 441T ($287.9B) 2027: KRW 837T ($546.5B) 2028: KRW 902T ($588.9B) 2. SK hynix 2026: KRW 327T ($213.5B) 2027: KRW 623T ($406.8B) 2028: KRW 667T ($435.5B)

jerome-yellen

UBS doubles its DRAM price forecast as memory demand outpaces supply by 17 points through 2027.

RichardUkinsuch

This isn't retail doing this, its citadel, UBS, Susquehanna, Janestreet, wolverine, point72, just to name a few.

SuccessfulWind3951

ive had EJ since march of 26, so about 4 months now. ive LOST 2k in that time frame when everyone is telling me the market is up, s and p 500 is highest its ever been. im convinced EJ is just a scam to take your money. i had an inherited ira with UBS and wanted to move it closer to home, my tax lady suggested EJ- i think they are friends. the dude seems real nice but he cant answer why im losing money when everyone around me is making bank. his words were "your account is young give it a year and you should see gains" like bro i should be seeing them now. im giving them until the 6 month mark and then im moving it to fidelity, im just still learning what to put it in. id love to drop it all in s and p 500 but know not to put it all in one spot. although if the s and p does bad we ALL are in trouble.

OVER__LEVERAGED

Also BABA for me. Bought in January, UBS released a buy rating and I doubled down. Down 37%. This lawsuit from anthropic is gonna hurt

junkmailaccount3

Not sure what business you are in, but maybe try to be kinder to random people and do some cursory research before being aggressive? Also, consider staying out of the markets if you can’t even be bothered to listen to / read one of the most important releases of information from management. At the very least, dont discuss fundamentals given you don’t actually care about them. Here is a link to the transcript if you dont have FactSet, CapIQ or Bloomberg: https://www.morningstar.com/stocks/xnas/mu/earnings-transcript As I mentioned, it was Tim from UBS asking as the first question of Q&A. Sanjay basically says the contracts in question have floors and ceilings in order to maintain some visibility but that they expect actual pricing to be well above the floor. They obviously do not provide specifics on pricing visibility to the market. That said, moving the goalposts to ask “what the floor is” does not mean you are any less wrong that they do, in fact, have a floor and ceiling structure with a floating price that is not determined yet. “You think they've entered into a 5-year agreement with a price tod? Not sure what type of business you are in but that's not really the way supply contracts work.” - exactly what you said

Milky_Toast19

Sure, I use Fintel and Sec Edgar but quite a few others you typically have to pay for. Below is as of March 31 and we won't see the new detailed 13F filings until August that breakdown individual institutions ownership. Right now, you can only see that it is increasing. I would show a screenshot of Fintel but can't upload here. As of June, institutional ownership was up to 214,713,000 shares, which so far is up from March 31 totals by 3%. For perspective on how much more institutions are loading ONDS, institutional ownership for UMAC is 25M shares, RCAT is 67M, AVAV is 24M. Only as of March 31 the top 18 holders of over 500: Vanguard — ~3.6–3.9% (~18.3M shares) VanEck — ~2.0% (~10.2M shares) BlackRock — ~1.8–2.0% (~9.3M shares) Susquehanna International Group — ~1.35% (~6.8M shares) JPMorgan Chase — ~1.33% (~6.75M shares) State Street — ~1.27% (~6.4M shares) Morgan Stanley — ~1.20% (~6.1M shares) Millennium Management — ~1.11% (~5.6M shares) Citadel Advisors — ~0.9% (~4.5M shares) UBS Group — ~0.8% (~3.6–3.7M shares) Goldman Sachs — ~0.6–0.7% (~3.0–3.3M shares) Northern Trust — ~0.5–0.6% (~2.5–2.9M shares) Bank of America — ~0.4–0.5% (~2.0–2.4M shares) Barclays — ~0.3–0.4% (~1.5–1.9M shares) Renaissance Technologies — ~0.3–0.4% (~1.4–1.8M shares) Jane Street Group — ~0.2–0.3% (~1.0–1.5M shares) Two Sigma — ~0.2–0.3% (~1.0–1.4M shares) Point72 Asset Management — ~0.2–0.3% (~0.9–1.3M shares) Hope that helps.

RJNavarrete

Updated $MU price targets: • BofA - Memorable Beat - $1,550 • DA Davidson - New Era In Memory - $2,000 • KeyBanc - Results Well Above - $1,600 (from $600) • Mizuho - Solid Guide, Buybacks Ahead - $1,375 • JPMorgan - Substantial Beat and Raise - $1,540 • TD Cowen - Memory's role in AI is structural, not cyclical — based on a $150/share CY2027 EPS estimate - $1,600 • Needham -Multi-year demand visibility justifies a higher multiple — based on 10x FY2028 EPS - $1,650 • Melius - $2,200 • Barclay's - $2,000 • UBS - $1,625

FatFluffyFish

The first analyst on the call was actually the UBS dude who doubled down on PT of $1,650 (#2 analyst apparently) Time for him to raise his PT pls and send us even further to Valhalla

Aggressive-Ad-2707

UBS forecast for silver by end of June was $85. Proof that all these forecast is pulled out of their ass

NovelSound4401

PE is useful only when earnings are reasonably predictable and sustainable. UBS’s latest EPS forecast indicates that MU’s EPS will fall sharply from 167 to 117 in 2029.

BigWheatGuy

My buddy works for a NYC PE firm and he has an undergrad finance degree and a weekend-warrior MBA degree but a well known university but not Ivy League. Then went to UBS to rotate through the system. You also don't just get a good job by being well qualified. He works 26 hours a day basically. Plus has a wife and kid he probably never sees. Paid cash for a $2m BedSty townhome tho so things aren't too bad.

stickybond009

A KPMG report on how AI is being used by businesses across the world exaggerated adoption of the technology with bogus case studies that appear to have been based on AI hallucinations. The October report, “Redefining excellence in the age of agentic AI”, made numerous false claims about the use of AI by organisations including the Swiss bank UBS, the UK’s National Health Service and the public transit groups Swiss Federal Railways and Transport for London. The inaccuracies were identified as AI hallucinations by the research group GPTZero and verified by the FT

ThanklessWaterHeater

I mean, sure, that’s where we’ve been for the last year or two. I guess UBS figures it’ll continue, and I guess I agree.

BladeFireQ

Don't worry, just give it two weeks and you will see how Bank of America, UBS and other funds will start cutting target prices, after they literally said "There is a 100% upside 🗣️🔥"

spleashhh

because people view it as cyclical still - Barclays and UBS have recently talked about a re-rating for memory names because of their LTAs

NotMe357

"Investing.com -- NVIDIA (NASDAQ:NVDA) CEO Jensen Huang pushed back against last week’s devastating semiconductor rout on Monday, calling the sell-off a buying opportunity and insisting the artificial intelligence buildout is still in its earliest stages. "We are at the outset of the AI revolution," Huang said, framing last week’s $1 trillion-plus wipeout in chip stocks as a near-term positioning event rather than a signal of structural weakness in AI demand. The carnage was concentrated on June 5, when the sector suffered its worst single session since March 2020. Nvidia alone shed $13.56 per share, or 6.2%, on that day. Two catalysts drove the selling: a May jobs report showing 172,000 new payrolls — more than double analyst expectations — which stoked fears the Federal Reserve could raise rates, and Broadcom’s underwhelming AI chip guidance for the prior quarter, which had already seeded doubts about whether lofty AI capital expenditure expectations could be met. Wells Fargo Chief Equity Strategist Ohsung Kwon echoed Huang’s positioning-over-fundamentals thesis in the immediate aftermath of the June 5 selloff. "The semiconductor sector was way overbought. That’s why we’re seeing the selloff. I don’t think it’s the end of the semi bull market," Kwon said. UBS Global Wealth Management CIO Mark Haefele also struck a measured tone Monday, noting that "although tech stocks have come under pressure in recent days amid concerns about whether expectations can be met, business fundamentals remain strong." Not everyone is so sanguine. Analysts cited by Fortune warned the Nasdaq’s slide echoes 1999-style bubble dynamics, with one describing 2026 as looking uncomfortably like that era and questioning whether AI valuations can hold without imminent rate cuts. Ahead of the open, S&P 500 futures are up 0.9%, and NASDAQ 100 futures are up 1.9%, with NVIDIA, Broadcom, and Micron gaining 2.7%, 3.3%, and 8.3%, respectively. Nvidia’s 52-week high stands at $236.54, leaving room to recover even after the partial premarket bounce." --- Investing.com

Eagerbeaver98

Haha I see what you did there. Funny thing is big institutions are so dumb they couldnt get over their biases that agentic AI is not cyclic and therby we wouldnt have enough memory no matter a reduction is constraints lmao. They dont remember that TSMC and ASML at one point were cyclic too, and they still forgot even GPUs are still supply constrained, now theyre rushing to price it back in thats why UBS was so late 😂. Now jensen is making it obvious for them that memory providers have insufficient supply for 2030, theyre going to flood in now.

YourChildhood5762

10 days ago... Elastic Earnings release: Q4 2026 9 days ago... * Elastic price target raised to $70 from $60 at BofA * Elastic price target raised to $55 from $50 at Goldman Sachs * Elastic price target raised to $104 from $95 at Citi * Elastic price target lowered to $58 from $61 at Scotiabank * Elastic price target lowered to $55 from $60 at TD Cowen * Elastic price target lowered to $68 from $76 at Barclays * Elastic price target lowered to $65 from $74 at Wedbush * Elastic price target lowered to $85 from $95 at UBS * Elastic price target lowered to $75 from $85 at Oppenheimer * Elastic price target lowered to $65 from $75 at Stifel * Elastic price target lowered to $80 from $90 at Canaccord * Elastic price target lowered to $72 from $92 at Baird * Elastic price target lowered to $75 from $95 at Jefferies

Hoosier2016

Agreed. I think the real purpose of index forecasts and price targets is to pump/deflate stocks according to each firm’s position. Obviously it has to look somewhat credible but if you don’t think UBS made a bag setting MU’s price target at 3x its valuation at the time I got a bridge to sell you (not you literally just people who buy into these projections).

Lower_Skin_3683

the begging this week by JP Morgan, Mizuho, Deutsche Bank, UBS and Barclays for wealthy clients to invest in Space X 👀

tika_dengu

Next time UBS gives a ridiculous price target, sell everything

Bichael-Murry

where is this UBS analyst with $MU price target of $1600+? fucking lol at this legalized institutional crime

Bichael-Murry

fucking lol @ UBS with their $1500 price target on $MU

TranzitBusRouteB

idk what to say, it went from 800, spent May 11th-May 20th in the low 700s, hitting the 680s for one day before back to 700s, then vertical after UBS price target

TranzitBusRouteB

wrong, it peaked at like 818, then it spent most of the time in the low 700s until the UBS 1625 price target shot it straight up

Scrawf53

SPACEX IS COMPLETE GARBAGE Here is the view on the pending SpaceX IPO of George Noble, a prominent and respected independent fund manager (formerly manager of Fidelity's #1 International Fund).  His view is consistent with mine George Noble u/gnoble79 SPACEX IS COMPLETE GARBAGE Run, don't walk from this train wreck. The numbers are right there in the S-1 filing for anyone willing to look. SHAME ON YOU ELON MUSK YOU BELONG IN JAIL SHAME ON YOU u/SECGov and u/SECPaulSAtkins for allowing this to proceed. SHAME ON YOU MORGAN STANLEY and TED PICK SHAME ON YOU GOLDMAN SACHS and DAVID SOLOMON SHAME ON YOU Bank of America, Deutsche Bank, UBS, Citigroup, JPMorgan, Mizuho, RBC, Macquarie, Wells Fargo, Allen & Co, Needham, Raymond James, Stifel, Cantor Fitzgerald, Soc Gen, Mirae, Santander, ING, and BTG Pactual. Have you no shame? Have you no decency? Have you no honor? Or is it all about the fees? And the index providers are making it even WORSE. Nasdaq changed its rules so SpaceX auto-qualifies for the Nasdaq-100 after just 15 days of trading triggering up to $60 BILLION in forced buying from ETFs alone. S&P Dow Jones Indices is now consulting on whether to fast-track S&P 500 inclusion for unprofitable mega-cap IPOs of this scale. To Adena Friedman at Nasdaq and Catherine Clay at S&P Dow Jones Indices: You are about to force every retirement account in America to become EXIT LIQUIDITY for the most overpriced IPO in history. This is a legally sanctioned wealth transfer from Main Street to Wall Street. The public will be badly injured and EVERY ONE of you knows it. You all belong in jail for this. David Solomon and Ted Pick, grow a pair and do the right thing and stop this epic travesty. How are you able to sleep at night? You and your firms are PATHETIC

Bromine_Bro35

Instagram reel, the $15 is based off UBS projections. https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-04-14-2026/card/grOlbOR7ZllKthKUll6n https://www.bloomberg.com/news/articles/2026-02-24/ubs-now-sees-private-credit-defaults-reaching-15-in-worst-case Default rates have climbed and are continuing to climb month over month

SeaworthinessNo4

Lol you belive in article from TIPRANK. dude just search UBS and it's price target for MU 🤣🤣

SeaworthinessNo4

Yes yes top analyst 🤣🤣 Even Conservative UBS set MU target to 1600.

Mysterious-Device-53

I think it was like $850 or 900 when I bet it, but had been at $650 just a few days before. It was also before UBS's monster upgrade. We'll see

Spy300

**SEND IT** >TRUMP: PROBABLY TALK ABOUT CUTTING RATES WITH WARSH >TRUMP SAID OF WARSH “HE THINKS YOU HAVE TO LOWER INTEREST RATES” >TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES, WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES >TRUMP: WARSH WILL CUT RATES WITHOUT WHITE HOUSE PRESSURE >TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY >TRUMP: FRANKLY, GAS PRICE HASN'T GONE UP AS MUCH AS I THOUGHT >TRUMP: I HAVE THE GREATEST PLAN OF ALL, WON'T REVEAL WHAT IT IS >TRUMP: 'WORLD’S MOST POWERFUL RESET!!! President DJT' >BESSENT: RATES PEAKED THE DAY BEFORE WARSH WAS SWORN IN >BESSENT: 100% APPROVE OF THE FED GETTING RID OF FORWARD GUIDANCE >TRUMP: WE HAVE SOME DEBT WE WANT TO TAKE CARE OF >US DEBT CRISIS WORSENS: EMERGING MARKETS DUMP US TREASURIES AT RECORD SPEED — $86 BILLION GONE IN MARCH >FOREIGN CENTRAL BANK HOLDINGS OF US TREASURIES FALL TO LOWEST LEVEL SINCE 1990s >WEALTHY FAMILIES CUT U.S. DOLLAR EXPOSURE AMID DEBT WORRIES: UBS SURVEY

Spy300

**DO IT** >TRUMP: PROBABLY TALK ABOUT CUTTING RATES WITH WARSH >TRUMP SAID OF WARSH “HE THINKS YOU HAVE TO LOWER INTEREST RATES” >TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES, WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES >TRUMP: WARSH WILL CUT RATES WITHOUT WHITE HOUSE PRESSURE >TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY >TRUMP: FRANKLY, GAS PRICE HASN'T GONE UP AS MUCH AS I THOUGHT >TRUMP: I HAVE THE GREATEST PLAN OF ALL, WON'T REVEAL WHAT IT IS >Trump: 'WORLD’S MOST POWERFUL RESET!!! President DJT' >US DEBT CRISIS WORSENS: EMERGING MARKETS DUMP US TREASURIES AT RECORD SPEED — $86 BILLION GONE IN MARCH >WEALTHY FAMILIES CUT U.S. DOLLAR EXPOSURE AMID DEBT WORRIES: UBS SURVEY >US Treasury Secretary Bessent: 100% approve of the Fed getting rid of forward guidance. >FOREIGN CENTRAL BANK HOLDINGS OF US TREASURIES FALL TO LOWEST LEVEL SINCE 1990s >TRUMP: WE HAVE SOME DEBT WE WANT TO TAKE CARE OF

Usual-Drag2209

Which one of you monkeys is sending death threats to UBS for being bullish MU? [https://x.com/sean\_\_\_\_\_\_\_\_\_/status/2061225664146018504](https://x.com/sean_________/status/2061225664146018504)

Eat_Drink_Adventure

Peter diamandis and his entire podcast is ultra optimistic. It's a nice breath of fresh air compared to all the doomerism you find elsewhere. They spend a lot of time trying to understand how the transition to their envisioned utopia will actually play out. It's fairly easy to imagine a future where robots do all physical labor and we live in a world of abundance where solar powers everything and people are free to do whatever they want because all basic needs are met. Elon is fully bought in to the utopia idea which is why he says retirement won't matter in the future. The hard part is how we actually get there. How do we the wealthy tech oligarchs to reliquish power and actually support the struggling displaced workers that will come during this transition. UBI doesn't work mathematically, so their latest solution is universal basic services. UBS is easier to achieve if ai and robotics drive costs down to near zero. Eventually money starts to matter less and less, which again is why Elon says retirement won't matter. This feels unrealistic, but at the same time it's the best vision for the transition that I've seen and it sounds much better the dystopian alternatives we all fear, so I choose to believe it's possible.

495N

$1,200 soon, MU AI server demand is exploding, Dell is proving it through real orders/backlog, literally said memory is the bottleneck, MU’s supply is largely spoken for, and analysts are still raising numbers, $1625, UBS, $1500, Davidson

toydan

$DELL: WALL STREET PRICE TARGET HIKES Barclays: Raises PT to $550 from $168. Citi: Raises PT to $475 from $290. JPMorgan: Maintains Overweight, raises PT to $500 from $280. Piper Sandler: Raises PT to $497 from $167. UBS: Raises PT to $440 from $243. Wells Fargo: Raises PT to $505 from $270. JPMorgan cited a materially raised FY27 outlook, extended pipeline visibility, and demand tracking well above expectations. GM ☕️☕️

trader_dennis

You may get assigned but there is at least 1 if not a second year in this. UBS 1635

waterpup99

Micron literally has 80%+ upside still UBS just gave it a $1625 PT

HammerDownl

I didn't say anything. Options is gambling anyway UBS said $1,600 price Target on MU Do you believe? Do you have conviction? I dont.

pussinbuuts

can someone call that UBS guy and ask him to increase MU price target to $2000 we could use another +20% day

robalubadubdub

UBS raising MU to $1625, I just doubled down

CuriousCat511

The hilarious part of this is that before the upgrade, their price of $500 was bearish. So if you believed UBS before the upgrade, you should have sold. Now it looks like they need some bag holders so everyone else can get their exit liquidity.

TheDecelerationist

$MU is getting the clean re-rate today, but the "AI demand lifts every boat" read is not showing up cleanly across the other AI semi bellwether. right now $MU is $908.18, +1.37%, while $NVDA is $212.54, -1.08%, on 107.2M shares. that matters because if UBS's memory-cycle thesis is being generalized, $NVDA should not be red on the same tape unless the market is separating HBM supply from accelerator margin. the disclosure tape is mixed too. latest House PTR on $NVDA was Daniel Meuser selling $1k-$15k on Apr 24, disclosed May 21; the latest five disclosures are 4 sales / 1 buy. source: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034547.pdf so i'd read this less as "semis got repriced" and more as "MU got a memory-specific multiple argument." same $NVDA surface: https://www.mountainhead.ai/terminal/NVDA [operator-permalink]: https://www.reddit.com/r/wallstreetbets/comments/1tosamm/micron_tops_1t_market_cap_mu_19_after_ubs_raises/ "permalink" [operator-subreddit]: https://www.reddit.com/r/wallstreetbets/ "subreddit: wallstreetbets" [operator-op-question]: https://www.reddit.com/r/wallstreetbets/comments/1tosamm/micron_tops_1t_market_cap_mu_19_after_ubs_raises/ "op_question: whether MU's AI-demand re-rate generalizes to the broader AI semi trade, especially NVDA"

Put_Er_There_Sport

if samsung went through with that strike MU wouldve been halfway to UBS's new price target by now

waterpup99

Not only is this post late it's wrong. MU is alrwady at 1T the UBS $1625 price target calls for a $1.8T value. Ban this man

cinciNattyLight

Hi I’d like to work as a UBS analyst. I can predict shit that has already happened. Thanks!

pussinbuuts

can UBS do another MU upgrade to $2000? i think that'll help

Beginning-Fig-9089

did anyone read the UBS report on Micron?

YTLupo

UBS actually has research analysts to track meme accounts they started that in 2015

495N

MU cheap compared to UBS target $1600+

kagein12

MU rip is downstream of huang's q1 call. he basically said memory's the bottleneck buyers are eating. micron sells the bottleneck. UBS just priced in what huang admitted out loud. dotcom vibes valid though, this is how semi cycles top. pair it with something that catches when the bid rolls.

DataExternal4451

UBS pumped and dumped you clowns LOL

JustBrowsinAndVibin

It’s cyclical until it isn’t. Like NVDA. Why should it have a peak cyclical PE if they’re sold out for the next year and they’re signing multi year contracts to reserve future supply? I highly recommend you read UBS’ report from yesterday.

Thisispaartaaa

just do some maths bro...if EPS (earnings per share) does reach $100 per share, in 2027 (as per UBS).....and you assign say a I dunno, something cheap in today's market, like a 20 P/E ratio...then MU should be roughly $2000 per share by 2027, which would put it in the "cheap" category compared to all the other tech companies. So, is it still a buy? I don't know, but these are the numbers that I am using to judge the value of MU, and therefore any other stock.

Rocky_The_Champion

May 15 “MU looks like it wants lower, may go below $700”. May 18: MU trades below 700. Trade executed perfectly. Today, MU look like it wants 1000; calling blow off the top due to signals. 50% increase in volume, UBS assuming 15x earnings in y28, which reflects the NVDA premium. The multi expansion is pricing memory as if it’s sustainable moat like. The boat is filled. This last move will be big. Aka 30% in 2 days on a trillion company. Everything I said is 100% accurate. Do what you want. Downside is greater than upside from here.

SnooRegrets6428

UBS is saying micron should be worth more than TSMC which is crazy

Rocky_The_Champion

Memory isn’t being priced as a commodity anymore. UBS just slapped the NVDA valuation to the EPS. This is the biggest land mine stock I’ve seen since MRNA 2022. The blow up will be massive.

Guilty_Rooster_6708

UBS revised MU’s TP yesterday

CaptainDorfman

Why would I listen to UBS when they missed the whole move from $500. Might as well listen to Kathie Wood saying bitcoin is going to $1M.

ez399017

According the UBS report they are locking in multi year contracts slightly below market rate. I think the multiple rerating is needed to get to 2k. My target is 1.5k EOY. I would love to be proven wrong though

Strict_Guest_5763

A UBS analyst did rise his 12 month price target to 1,625 so that also helped

MountainOpposite3199

Bruh, $1T market cap on a memory chip maker? That's nuts. UBS going $1,625 feels like they're pricing in a decade of perfect AI demand, but memory is cyclical af - one glut and this thing tanks 50%. I'd be trimming into this hype, not buying. What's your play?

Specialist_Exam_8433

On one hand usually when analysts raise their price target that's a top signal. On the other hand, the UBS analyst who raised his price target is ranked #2 out of 12 THOUSAND analysts on TipRanks so I'm tempted to believe him

PooPooPointBoiz

Dude fuck my goddamn fucking life. I don't touch volitile fucking memory stocks, and put my money into fucking blue chip beaten down stocks like META and MSFT, and I get fucking smoked. How the fuck does goddamn MU rocket 25% in a single fucking day because UBS says that the stock is worth 1600?? Why the fuck doesn't the market care about analysts saying that MSFT is worth 550-600??

ChipWong82

The UBS analyst is ranked #2 out of over 12k analysts. https://preview.redd.it/3zw6dtg3xl3h1.jpeg?width=1206&format=pjpg&auto=webp&s=2d81f1e829c4796fd35902f943d0794f5ebdd28b

ChipWong82

So the UBS analysts who gave the $1625 target price ranked #2 out of 12,266 analysts. https://www.tipranks.com/experts/analysts/timothy-arcuri