Micron revenue is on track to cross $200B by 2028, nearly 6x last year's $37B.

The forecast keeps rising, up ~$40B this past month alone.

The analyst consensus isn't cooling, it's accelerating as Micron locks in 16 long-term strategic agreements with AI customers. Yet the market still prices Micron like a cyclical in decline, at 10x forward earnings. $MU