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Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Key takeaways
- San Disk (SNDK) delivered 251% revenue growth and datacenter sales up 645%, with Goeckeler calling it a structural memory shortage lasting through 2028.
- Polymarket prices a 97% chance Micron beats tonight, but HBM3E allocation guidance through 2027 matters more than the headline EPS number.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn t make the cut.
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028 Omor Ibne Ehsan Wed, June 24, 2026 at 11:30 PM GMT+7 4 min read MU SNDK NVDA SMH Quick Read Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
San Disk (SNDK) delivered 251% revenue growth and datacenter sales up 645%, with Goeckeler calling it a structural memory shortage lasting through 2028.
Polymarket prices a 97% chance Micron beats tonight, but HBM3E allocation guidance through 2027 matters more than the headline EPS number.
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