I originally bought Micron Technology (MU) back in December 2025 for the Zen Investor portfolio.
This turned out to be the best trade of the year as a memory chip shortage unfolded which led to surging profits and a thriving share price. By July I was able to sell for an amazing 329% gain.
From there shares got weaker and weaker as investors started running away from many of the leading AI related tech stocks.
However, since then all there has been is good news on the growth front pointing to a very ripe buy the dip opportunity. And thus I have recently added shares back to my Zen Investor portfolio.
The main reason to be back into shares is clues that the demand cycle for High Bandwidth Memory continues to be robust beyond 2027 with still restrained capacity.
High demand + low capacity/competition = explosive profits.
This continues to show up in the 100% expected earnings growth for Micron in 2027 over 2026. And then it slows down to a still robust 30% growth for 2028 over 2027.
Granted these trends are a positive for everyone in the industry. So the next question is determining which is the best memory stock to buy?
The biggest feather in their cap is that Micron is that they are the only US based supplier of memory chips. Thus, with the supply of semiconductors becoming a matter of national security, then this is a big strategic advantage for Micron.
As you have come to expect from all my Stock of the Week selections, indeed this one has a sparkling Zen Ratings profile:
Top 17% Sentiment (Smart Money signal)
Top 8% Value (the surge in profits has even been greater than the surge in the share price pointing to a still tremendous value in these shares)
Top 5% Momentum
Top 2% Financials
Top 2% Growth (the best predictor of future earnings beats)
Top 0.8% Overall = A = Strong Buy Recommendation
Note that Wall Street analysts continue to pound the table on shares.
Not just 24 Buy and Strong Buy recommendations. But even more telling is the upside potential in the fair value targets.
The average target calls for 40% upside in shares. But the street high is 100% above current levels.
I believe that 100% call may actually be on the light side because of news of demand being high for much longer and capacity being constrained. This points to more earnings beats…and higher fair value.
This is why it's time to get back into Micron shares. This is truly one of the best growth and value stories in memory (pun intended ;-)
What To Do Next?
Micron Technology (MU) is just one of 20 stellar stocks found in my Zen Investor portfolio.
And that portfolio is up +48.75% so far in 2026…yes 4X better than S&P 500.
How is that possible?
Investors are running away from overvalued junk and clamoring towards undervalued stocks with strong fundamentals.
EXACTLY what the Zen Ratings model focuses on.
EXACTLY what I have been doing as an investor over the last 40 years.
To learn more about my unique investment process…and how to get access to my current top 20 stocks…just click the link below:
Discover Zen Investor & Top 20 Stocks Now >
Wishing you a world of investment success!

Steve Reitmeister…but everyone calls me Reity (pronounced “Righty”)
Editor of the Zen Investor
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