 Dear Reader, Over the past 25 years, I've made it my mission to speak up when something feels off in the markets. A month before the dot-com bubble burst, I published a warning essentially saying: "This can't last." In 2008, I rang the alarm on housing calling the fall of Bear Stearns and Lehman Brothers. I've exposed shady CEOs, market frauds, and financial bubbles before most investors saw the cracks. Eventually, CNBC gave me a nickname I didn't ask for: "The Prophet." But what I see happening right now... it's much bigger. Some are even calling it, "The bubble to burst them all." And that's why I've stepped forward in a way I never have before... to show you exactly what's coming... and how to stay on the right side of it. Because if I'm right again – and I've put together all my proof for you – this may be your final chance to prepare. Click here to see the full details while there's still time. Regards, Whitney Tilson
Editor, Stansberry's Investment Advisory
Just For You Micron Gains Momentum, Again—30% to 80% Upside in 2026Author: Thomas Hughes. Posted: 12/30/2025. 
What You Need to Know- Micron's stock rally has gained momentum as 2025 draws to a close, suggesting big gains in store for 2026.
- Analyst targets put this stock above $350 before mid-year 2026.
- Long-term forecasts seem low, which may lead to a bullish revision cycle in quarters ahead.
Micron (NASDAQ: MU) stock has regained momentum as 2025 draws to a close. December's price action produced a breakout to new highs, signaling trend continuation and suggesting the September–November rally may be only half the move. Technical analysis often produces two targets for continuation breakouts—a base case and a bull case. REVEALED: America just unlocked a $500 trillion asset
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One company is already in position and this could be one of the most important AI infrastructure plays heading into 2026. The name and ticker are available here now >>> The base case is the dollar magnitude of the rally that preceded the breakout, projected from the breakout point. By that measure, the math implies roughly $135 of additional upside from the breakout area. The bull case applies the prior move's percentage gain—about 115%—to the current position. Those calculations place Micron in a $385 to $535 range, implying roughly a 30% to 80% upside that could be reached before mid-2026. 
There are warning signs the rally could cool, such as an overbought stochastic. That indicator, however, can remain elevated for weeks or months during a strong uptrend, and the Moving Average Convergence Divergence (MACD) still shows bulls in control. Analyst upgrades and institutional accumulation further support the price action and encourage retail participation. MU Rally Triggered by Results, Driven by Analyst SentimentMicron's rally was initially sparked by its strong earnings for the first quarter of fiscal 2026. While the results and outlook were impressive, analysts have been the primary market drivers. December activity from analysts included a string of price-target raises and at least one upgrade, reinforcing the existing uptrend. MU stock currently carries a consensus Buy from 37 analysts, and price targets have trended higher. The consensus price target at year-end 2025 was consistent with fair value, but it climbed roughly 30% in the two weeks after the FQ1 release, with several high-end targets reaching $350. That $350 level sits below the technical targets and is likely to be raised as the year progresses. Fundamentals point to a very strong 2026 and a healthy 2027 as GPU-driven demand supports revenue and earnings growth. The surge in GPU demand from AI and data-center deployments has contributed to what many call an unprecedented HBM memory shortage. That shortage is expected to persist well into 2027, keeping prices elevated. Contracted prices for HBM3 are forecast to increase roughly 15% in December and continue rising through 2026, peaking later in the year. And that's just HBM3—next-generation HBM4 stacks are estimated to command about a 50% premium. While capacity should expand later in the year and ease some pressure, it likely won't meaningfully dent Micron's near-term revenue and earnings outlook. Micron's Revenue Forecast May Be ConservativeMicron is positioned for strong revenue growth in 2026. Fiscal Q1 (FQ1) revenue rose 56.7% year-over-year, and management guided FQ2 revenue to $18.3 billion–$19.1 billion. Because much of HBM capacity is already sold out, the odds of a large upside surprise to guidance in the near term are limited. Looking further ahead, revenue growth is forecast to slow in 2027 and 2028 despite the long-term tailwind from rising GPU demand. If that GPU demand remains strong, management forecasts for 2027 and 2028 could be revised upward during 2026, which would be bullish for MU stock. Valuation also supports potential gains. Trading below 10X consensus 2026 estimates, Micron appears deeply discounted versus blue-chip tech peers, AI leaders and the S&P 500. A move to average market valuation would imply roughly a 100% stock-price increase—and MU could exceed that if fundamentals continue to accelerate.
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