Micron (MU) posted 57% year-over-year revenue growth and 28.1% profit margins as AI demand and supply shortages pushed prices sharply higher.

Micron is shipping HBM4 chips with nearly $2B in Q4 revenue. Big tech plans over $700B in AI infrastructure spending for 2026.

Western Digital (WDC) surged 466% over the past year while Seagate (STX) jumped 2.5% on memory chip shortages driving industry momentum.

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It won’t come as much of a surprise if you have been closely watching the market that shares of Micron Technology (NASDAQ:MU) climbed 4% over the past week, coinciding with a noticeable shift in retail investor sentiment on platforms like Reddit and X from neutral to very bullish. The memory chip maker has surged 338% over the past year, driven by AI infrastructure demand and persistent supply shortages that are pushing memory prices sharply higher. Micron’s 57% year-over-year revenue growth and 28.1% profit margin reflect how tight supply and surging AI demand are creating a perfect storm for memory manufacturers.

Mentions of Micron on Reddit’s r/WallStreetBets have surged recently, with users sharing bullish commentary and massive-gain posts. Sentiment jumped from 32 (bearish) on February 10 to 88 (very bullish) by February 13, a remarkable reversal that followed Morgan Stanley raising its price target from $350 to $450. One popular post titled “$6k->$54k” captured the FOMO energy driving retail interest, with the trader celebrating their successful options play on Micron’s recent surge.

$6k->$54k
by
a user in
wallstreetbets

And there are real reasons to be optimistic:

Micron is shipping HBM4 chips in volume with nearly $2 billion in Q4 revenue

Contract pricing has climbed 86% since December with room to double again

Big tech companies are expected to spend over $700 billion on AI infrastructure in 2026

If you’re spending time watching Micron make new highs almost daily, you are not alone. The broader data storage industry is experiencing explosive growth as global memory chip shortages drive prices higher. Western Digital (NASDAQ:WDC) has surged 466% over the past year, while Seagate Technology (NASDAQ:STX) jumped 2.5% on positive industry outlooks. Morgan Stanley notes that DRAM prices could double from current levels while still remaining below spot prices, signaling how constrained supply has become. For investors watching the AI infrastructure buildout, memory manufacturers like Micron are positioned at the center of a massive spending wave that shows no signs of slowing.

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