"New stock market guru" Serenity comments on Micron's market value surpassing one trillion: the next Nvidia, with a target of $1.5 trillion by 2027.

BlockBeats reported on May 27th that "new investment guru" Serenity predicted Micron (MU)'s market capitalization would surpass the $1 trillion mark. Serenity reiterated his previous assessment that Micron has the potential to become "the next Nvidia," pointing out that MU's stock price will continue to rise driven by AI-driven structural memory demand, having recently created numerous millionaires during its surge from $80 to $887. Recalling his views from January, Serenity argued that AI had broken the short-cycle nature of memory, and that Micron, with its "Made in America" brand and White House support, had a forward PE ratio of only about 11.6 in January, but projected revenue growth of 133% and EPS growth of 319% year-over-year. Even after a more than 40% increase in January, institutions continued to buy on every pullback due to the extremely high value of HBM (High Bandwidth Memory). He predicted Micron's market capitalization could reach $1.5 trillion by 2027. Note: Serenity is a highly influential senior trader on the Reddit forum WallStreetBets (WSB). His core research findings are always made freely available. His research framework focuses on key supporting links in NVIDIA's AI chip supply chain. By deeply analyzing the indispensable "cogs" in chip manufacturing and packaging, he accurately identifies key bottlenecks in the supply chain and uses these to identify upstream targets with scarcity and bargaining power for strategic investment.