The author has just bought Micron (MU) shares after the stock rose about 230% so far in 2026, making it the fourth-best performer in the S&P 500. The article says Micron is reducing its cyclicality through floor and ceiling price deals with clients, with take-or-pay agreements locking in an estimated 35% of revenue through 2030. A partnership with Nvidia on an industry-first custom memory chip for its GPUs is also seen as reshaping a key relationship. Management expects supply conditions to worsen further in 2027 and 2028, as significant new capacity arrives only from mid-2027 into 2028, and some clients have signed deals through 2031. The author will monitor memory chip market conditions closely and exit the stock if they deteriorate.
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