So much tech news this week! The guys tackle major questions like, can Micron Technology (MU) realistically reach a bold $1,800 valuation target? And what could the company&#x27;s rising tensions with Apple mean for the future of memory pricing and supply chains? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down the biggest stories moving tech, AI, and public markets right now, including everything from semiconductors to major M&amp;A speculation to the next wave of cloud computing disruption. 🔥 Topics covered: 💾 Micron’s continued growth: Could it reach $1,800? 🍎 Apple’s ($AAPL) pricing strategy and its growing friction with Micron 💘 Bumble ($BMBL) acquisition rumors and what a potential deal could signal for the dating app market 🚀 Rocket Lab’s ($RKLB) planned acquisition of satellite communication&#x27;s company Iridium ($IRDM) and the strategic expansion behind it 🌍 Robinhood’s ($HOOD) anticlimactic “The World is Flat” event and the company&#x27;s evolving vision for retail investing ☁️ Meta’s ($META) new “Meta Compute” initiative that could put it in direct competition with AWS, Google Cloud, and Microsoft Azure What do you think was the biggest news of this last week? Let us know in the comments! 👍 Like, subscribe, and stay tuned for weekly breakdowns of markets, tech trends, and innovation. NOTE: This content isn&#x27;t investment advice. Always do your own research. Don&#x27;t forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid&#x27;s Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin&#x27;s Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #micron #mu #micronstock #meta #metaai #datacenters #iridium #rocketlab #robinhood #robinhoodstock #apple #cloudcomputing #stockmarket #techstocks #investingpodcast #investing

Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM

Buy Hold Rant - Stocks and Investing

# Full Transcript

**Podcast:** Buy Hold Rant - Stocks and Investing

## Transcript

Hey, Dustin. Hello, hello. Good afternoon. This might be the most news we've had to cover in an episode. We have a whole bunch of stuff. I might actually jump ahead and talk about our agenda because we got the Micron and Apple feud, which is super fascinating. It's kind of like a little bit of, you know, this is about as exciting as it gets in the tech world where you're having CEOs,

throwing jabs at one another. We have Meta getting into the data center business potentially. We have Bumble possibly looking to sell, Rocket Lab acquiring Iridium. And then we had the Robin Hood event that just happened, that just finished a little bit ago. Besides that, do we have anything else? I mean, there's more that we could have talked about. We could have talked about Rivian's release the timelines for when R2 deliveries are going to happen. But, you know, I don't know if we're gonna have time to touch on that.

There's just like every stock that I think we own, there's a big headline. I've had some kind of news. Yeah, that is very true. Very true. So where should we start? You wanna get us? Yeah, let's start with Micron because I know that's what the people want. Let's do it. So before we even jump into the Apple and Micron feud, you put out a tweet. Let me share my screen.

Here. Micron stock to 1800 is now what AI did you use to make this graphic? This chat GPT was the graph is all completely made up by the way, but basically what I wanted to show is that in my view, you know, Micron is worth at least 800 $1,800.

This is like post Micron earnings after, of course, Micron's earnings happened when we were live last week. So we didn't get a chance to sort of analyze the details of their report as well as their earnings call. All of that stuff actually I ended up doing later that day.

And that's when I put in this tweet where based on everything that Micron is saying, and I'm gonna go recap the earnings because it's sort of like worthwhile recapping and we can get rid of this. And that's when I put in this, this screen, but based on everything that Micron is saying it, it is now clear to me that you know, Micron has not fully ran its course.

So what are the things that they're saying one that continue to say that their supply constraint and now they have visibility all the way to the end of 2027 that they're sold out. So they don't expect supply constraints to sort of like be relieved until at least 2028. So management is saying this, I'm not saying this, this is not sort of like some pundits making, making up stuff because everybody else is a spectator, but the management itself has visibility.

Then they sort of iterated that and reiterated multiple times that they now have $100 billion worth of guaranteed customer contracts with minimum pricing on basically memory and storage products that their customers want with guaranteed minimum and maximum pricing. So that this s...

Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.