TubeRank
MUBullpending
Michael TylerMichael Tyler

Target Price

$1,416

“Even then, if we look at Micron and assume their PE multiple stays at around six, $236 time 6 is $1,416 per share by 2030.”

Thesis at the time

Mixed

The host reacts to a bullish Bank of America note projecting a path to $236 EPS by 2030 for Micron, but pushes back, arguing the implied earnings growth rate is not particularly impressive and that without multiple expansion the stock's upside is limited. He remains skeptical that the current pricing-driven memory boom is sustainable long-term.

Key arguments

  • BofA sees a path to $236 of EPS by 2030 with gross margins holding above 80%
  • Micron's moat is largely short-term pricing power, since supply growth (15-20%) lags far behind price increases (~300% in the past year)
  • Implied EPS growth from $158 in 2027 to $236 in 2030 is only a 14.3% CAGR, which he calls unimpressive
  • If the current PE multiple of ~6 holds, this would only imply moderate upside by 2030

Counter-arguments acknowledged

  • The current pricing dynamic (demand exceeding supply) is not sustainable long-term as supply comes online or demand levels off

Hedges and caveats (from the video)

  • INVEST AT YOUR OWN RISK AND NEVER LISTEN TO ANYTHING SAID IN THESE VIDEOS AS FINANCIAL ADVICE
  • Do not buy, sell, or trade anything solely because somebody else does
  • Not a financial adviser, not a recommendation
  • Micron's supply growth (15-20%) may not sustain current pricing power long-term
  • Memory component price increases (300%) far exceed supply increases (30%), suggesting unsustainable dynamics
  • Micron trades at only 6x forward earnings, limiting multiple expansion upside potential
  • Projected 14.3% CAGR EPS growth for Micron through 2030 is not particularly impressive
  • Stock price targets assume no multiple expansion, which may be unrealistic

The call

Date said
Aug 16, 2026
Timeframe
by 2030
Deadline
Dec 31, 2030
Price at prediction
$971.66
Current price (live)
$1,096.16$319.84 below target
Confidence
medium
Specificity
specific

How it resolved

Status
pending

Confidence Reasoning

Specific calculated price target and date, but explicitly conditional on the PE multiple staying flat, which the host frames as an unimpressive scenario rather than a firm conviction call.

Source

Tesla Stock could Move Big on This News.. (BREAKING NEWS)
Said on Aug 16, 2026Open on YouTube ↗
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