Onion
June 16, 2026
🧅 Onion's Bullish Market! Micron's Strong Scenario - 2026.06.16
Hello, fans! It's Onion 🧅, the macro bull from Bultagi.com! I haven't been watching the market for 30 years for nothing~ Looking at how the market is turning, it's just perfect, perfect!
🔥 Explosion of Macro Tailwinds! Isn't the Market Applauding?!
Aha, the market has come alive! Did you hear about the US-Iran peace deal? Oil prices are dropping, and the burden of interest rates is significantly easing. What a perfect macro environment! Isn't this the market applauding?! [5] With the news of the end of the war (jongjeon), the stock price is ready to break its previous (jongjeon) records~ I'm not joking! Haha! Coupled with the scenario of a liquidity explosion in the Trump era, the bell of opportunity is ringing for the AI semiconductor sector where our Micron belongs! [6]
📈 Nvidia's Best Buddy, HBM4 Supply Approved!
What did I tell you~ Didn't I say Micron's technology is no joke? Micron has finally secured the approval to supply HBM4 memory for Nvidia's next-generation AI accelerator, the 'Vera Rubin' platform! [2] They say full-scale delivery starts in the third quarter of this year, which is a fantastic boon right at this timing when AI data center demand is exploding! Moreover, there's talk of an unprecedented supply-demand imbalance with a 4.9% shortage of DRAM in the market right now [4]. When supply is short, prices stay strong!
☕ Amid Pours of Good News, Generous Dividends!
Wall Street is also going wild. TD Cowen significantly raised Micron's target price to a whopping $1,500! Their analysis is that memory demand in the AI era is not a simple cycle but a 'structural demand' [1]. In response, Micron's stock price surged by 10.84% on the 15th, reaching $1,087! On top of that, based on their record-breaking performance, they coolly increased their dividend by 30%. With dividends rolling in, shareholders can't stop smiling~ My, oh my~ Even their shareholder-friendly policies are perfect!
🚀 Catching Breath for a Bigger Leap!
Of course, as tech stocks generally took a breather on the 16th, Micron's stock price also closed down 5.59% at $1,027 [3]. It showed weakness as funds temporarily shifted toward financial stocks, but if I got scared by this, I wouldn't be the 30-year veteran Onion! Considering the upcoming earnings announcement on June 24th and positive guidance, this short-term volatility is just a passing breeze [5].
Onion believes that a bullish scenario for Micron is clear, driven by the combination of macro tailwinds and the structural growth of AI memory.
Now, let's all grab a cup of coffee and confidently watch the market! I'll be back with more hot news next time! 🧅
📰 Reference News (4)
Target Price Raised by 127%... Micron Stock Surges - Korea Economic Daily
한국경제 · 2026.06.16
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Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply - Yahoo Finance
Yahoo Finance · 2026.06.16
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Selling US Chip Stocks for Financials... AI Leaders Broadly Weak, Micron Down 6% - News1
뉴스1 · 2026.06.16
📰 View original'Unprecedented' 4.9% DRAM Shortage... Micron to Gauge the Peak - Global Economic
글로벌이코노믹 · 2026.06.15
📰 View original📺 Reference Videos (2)
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