$MU Just Hit $1 Trillion in 48 Days and Jim Cramer Thinks It's Still Cheap
From Micron's meme-stock moonshot to SpaceX's governance dumpster fire, here's what the top YouTube finance voices are actually saying this week
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | buy | $917.04 | — | — | — |
| FDX FEDEX CORP | buy | $410.62 | — | — | — |
| AMD ADVANCED MICRO DEVICES INC | buy | $497.74 | — | — | — |
| INTC INTEL CORP | hold | $120.17 | — | — | — |
| DELL Dell Technologies Inc. | buy | $309.55 | — | — | — |
| LRCX LAM RESEARCH CORP | buy | $319.25 | — | — | — |
| AMAT APPLIED MATERIALS INC /DE | buy | $448.40 | — | — | — |
| HOOD Robinhood Markets, Inc. | sell | $76.24 | — | — | — |
| AMZN AMAZON COM INC | buy | $270.19 | — | — | — |
| BA BOEING CO | buy | $224.39 | — | — | — |
| ZS Zscaler, Inc. | sell | $126.87 | — | — | — |
| CRM Salesforce, Inc. | hold | $178.59 | — | — | — |
| MRVL Marvell Technology, Inc. | buy | $201.57 | — | — | — |
| DKS DICK'S SPORTING GOODS, INC. | hold | $222.59 | — | — | — |
| LULU lululemon athletica inc. | hold | $132.26 | — | — | — |
| CPRI Capri Holdings Ltd | buy | $17.54 | — | — | — |
| UAL United Airlines Holdings, Inc. | buy | $112.46 | — | — | — |
| BSX BOSTON SCIENTIFIC CORP | sell | $50.36 | — | — | — |
Let's start with the obvious: $MU is having a moment. The stock surged 20% in a single session, crossed a $1 trillion market cap, and did it 48 days faster than Nvidia hit the same milestone. Barclays raised its target to $1,175. UBS went to $1,600. Jim Cramer on CNBC calls it cheap at 8x P/E on FY2027 earnings. Morgan Stanley's Andrew Slimman on Barron's Streetwise agrees — memory semis are valued on fundamentals, not hype. The one dissent: CNBC's investment committee flagged the near-term price action as "meme-ish." Both things can be true.
Meanwhile, $FDX quietly became the sleeper pick of the week. JP Morgan upgraded it to overweight, Seeking Alpha's Quant gave it an A+ profitability grade, and a June 1 freight spin-off — one new share per two held — is the kind of catalyst that makes portfolio managers nervous they're not already in. Up 87% year-over-year and still getting upgrades. Rude, honestly.
Then there's $SPWX — oh wait, SpaceX isn't public yet, but YouTube is already fighting about it. Nell Minow on CNBC called it "the biggest corporate governance risk I've ever seen," citing Musk borrowing from the company three times and zero independent board oversight. Nasdaq fast-tracking it into indexes after 15 trading days instead of the usual three months isn't helping the vibes. Retail demand is through the roof anyway. Democracy of bad decisions remains fully operational.