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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing significant price volatility, largely attributed to geopolitical concerns impacting major South Korean memory producers, despite strong bullish sentiment surrounding its sold-out High-Bandwidth Memory (HBM) supply for AI infrastructure through 2027 and recent analyst target increases.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

Invesco QQQ Trust is trending as the escalating Middle East conflict and its impact on global oil supplies fuel market volatility, leading to intense community discussion around the US market's perceived resilience and "V-shaped" recoveries despite significant sell-offs in Asian markets.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba (BABA) is trending as renewed geopolitical tensions, including initial reports of being added to a US Pentagon list (later withdrawn), exacerbate bearish sentiment, with many anticipating further declines. However, a segment of the community views the stock as oversold and ripe for accumulation, citing its AI advancements and potential for a bounce despite uncertainty surrounding its delayed earnings release.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF Trust is trending amidst escalating geopolitical tensions in the Middle East, with community discussion focused on the potential for a prolonged conflict and its impact on global oil supply. Traders are actively debating whether the market's current volatility will lead to a significant downturn, particularly given sharp declines observed in Asian markets.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF is actively discussed amid escalating US-Israel-Iran tensions and concerns over oil supply, creating a divided community perspective between those fearing a broader market downturn and others anticipating a resilient "buy the dip" bounce.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is experiencing extreme community frustration due to its persistent underperformance and new 52-week lows, with many questioning management's strategy and the impact of intense market competition. Investors are keenly anticipating upcoming earnings to see if deep undervaluation, fueled by substantial cash and revenue, will finally translate into a turnaround, or if further declines are in store.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending due to heightened community speculation about a significant buyout by a major pharmaceutical company, fueled by optimism that its GPS cancer treatment is showing exceptional patient survival in its ongoing Phase 3 trial and a potential short squeeze given high interest.

Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network Inc. is attracting significant attention due to a recent press release and live product deployment, with the community actively speculating on a potential short squeeze. Elevated short interest and exorbitant cost-to-borrow rates are fueling this buzz, as many anticipate continued strong performance.

GitLab, Inc. engages in the intelligent DevSecOps platform for software innovation. The firm enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is actively discussed following its earnings report, which, despite beating some estimates and announcing a $400 million share repurchase, also included weaker guidance on future growth, sparking a polarized reaction. While many express concern over slowing growth and potential competition from AI, others view the sell-off as an overreaction and are keenly watching for a potential acquisition amidst persistent buyout rumors.

Kamino Finance was originally created to offer users the easiest possible way of providing liquidity and earning yield on-chain.  The protocol's one-click, auto-compounding concentrated liquidity strategies quickly became the most popular LP products on Solana, and laid the foundation for what Kamino is now.  Today, Kamino is a first-of-its-kind DeFi protocol that unifies Lending, Liquidity, and Leverage into a single, secure DeFi product suite.

Kamino

KMNO Crypto is generating significant buzz following its partnership with Anchorage Digital Bank, which integrates regulated custody with Solana's on-chain lending, driving a notable increase in volume. The community is actively discussing its low market cap and strong fundamentals as a leading DeFi protocol on Solana, positioning it as a potential "sleeping giant" for substantial growth.

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<ul class="summary-bullets"><li>Stifel said that memory pricing is hitting levels the brokerage “did not envision” as demand continues to outpace supply.</li><li>UBS noted that Micron is trying to leverage the current market tightness into new long-term agreements that would help in some near-term pricing growth.</li><li>The company’s shares have gained more than 33% so far this year, building on the stock’s whopping 240% increase in 2025.</li></ul>Shares of Micron Technology, Inc. slid nearly 8% on Tuesday, making it the worst performer on the Nasdaq-100, as escalating tensions between the U.S. and Iran fueled a broader market sell-off. Wall Street analysts, however, are not that pessimistic on the semiconductor firm.Despite Tuesday's pullback, Micron stock remains up more than 33% year to date, building on a staggering 240% rally in 2025. Still, some investors are growing wary that demand could cool after a sharp surge in memory chip sales tied to the artificial intelligence boom and rapid data center buildouts. At the same time, strong AI-driven demand has tightened supply, leading to shortages across multiple memory chip categories and pushing prices higher.<h2 class="st-heading-2">Wall Street Hopeful On Micron’s Growth</h2>On Tuesday, Goldman Sachs raised the firm's price target on Micron to $360 from $235 and maintained a ‘Neutral’ rating, according to The Fly. On the other hand, Stifel on Monday upped the stock's price target to $550 from $360. Even though Goldman Sachs raised the price target, it was a downside of 5% to Micron’s last closing price, while Stifel’s stock price estimate was a nearly 45% upside.Stifel said that memory pricing is hitting levels the brokerage “did not envision” as demand continues to outpace supply. The firm noted that the real goldmine is not only high-bandwidth memory, but server DDR5. Micron’s DDR5 RDIMM is manufactured to deliver superior performance and reliability for modern servers.&nbsp;The firm said that, as evidence of the widening and persistent gap between supply and demand continues, Stifel added that it believes consensus is "wrong and too low," underestimating the slope and magnitude of upward revision potential over the coming quarters.UBS, which raised the firm's price target on Micron to $475 from $450, said its industry checks point to strengthening pricing dynamics across both core DRAM and NAND flash memory, with the belief that shortages could last through 2026 and even into 2028, particularly for DRAM.The brokerage noted that Micron is trying to leverage the current market tightness into new long-term agreements that would help in some near-term pricing growth, but would also result in more sustainable revenue and earnings over the next few years.Wall Street, on average, has a ‘Strong Buy’ rating on MU, according to Koyfin, with 37 of 42 analysts rating the stock ‘Buy’ or higher, three rating it ‘Hold’, and two ‘Sell.’ The average price target on the stock is $399.61, implying a 5% upside to the last closing price. Micron’s forward price-to-earnings (P/E) ratio is currently at 9.3x, compared with Western Digital’s 22.2x and Broadcom’s 30.4x — making it a more attractive option for investors.<h2 class="st-heading-2">Micron Accelerating Shipments</h2>The company on Tuesday announced that it has begun shipping customer samples of the industry’s highest-capacity LPDRAM module: 256GB SOCAMM2. This represents Micron’s step toward scaling AI data centers, delivering low-power memory capacity.Micron’s 256GB SOCAMM2 delivers higher memory capacity, substantially lower power consumption, and faster performance for a variety of AI and general-purpose computing workloads.<h2 class="st-heading-2">What Is Retail Thinking About MU?</h2>Retail sentiment on Micron improved to ‘bearish’ from ‘extremely bearish’ a day ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.A bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/ShadowyForeignExchange/message/646518113">said</a> they were buying the dip and “haven’t had a loss on this ticker since like November.”<stembedurl>https://www.stocktwits.com/ShadowyForeignExchange/message/646518113</stembedurl>In the last 24 hours, retail message volume on Stocktwits for the stock jumped 75%, and the ticker has seen a nearly 11% spike in followers on the platform over the past year.<a href="https://stocktwits.com/symbol/MU">Shares of Micron</a> have more than quadrupled in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/target-stock-soars-as-new-ceo-unveils-2-b-turnaround-bet-to-make-shopping-joyful-again/cZd94WjRI5d">Target Stock Soars As New CEO Unveils $2B Turnaround Bet To Make Shopping Joyful Again: Wall Street Stays Cautious</a>

People visit Micron booth during the 8th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 6, 2025 in Shanghai, China. 

Micron Stock Sinks Amid Iran Tensions — But Wall Street Sees Up To 45% Upside As Memory Prices Soar

Even though geopolitical jitters are rattling MU, analysts say tightening DRAM and NAND supply could power the next leg higher.

Equity

Even though geopolitical jitters are rattling MU, analysts say tightening DRAM and NAND supply could power the next leg higher.


<ul class="summary-bullets"><li>Wall Street closed lower across the board on Tuesday, with the Dow falling 0.8%, the S&amp;P 500 dropping 0.9%, and the Nasdaq sliding 1%.</li><li>Energy markets drove much of the volatility, with Brent and WTI crude jumping by more than 4.5% each.</li><li>Trump said the U.S. could help stabilize shipping lanes by providing insurance guarantees and, potentially, naval escorts for vessels traveling through the Strait of Hormuz.</li></ul>U.S. stock futures traded lower late Tuesday after a volatile session on Wall Street as escalating tensions in the Middle East and a surge in oil prices rattled investor sentiment.As of 9.17 p.m. ET, Nasdaq 100 and S&amp;P 500 futures were down 0.4% each, while Dow futures were down 0.3%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was ‘bearish’ amid ‘high’ message volume, and sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘neutral’ amid ‘high’ message volume.<h2 class="st-heading-2">US Market Drivers</h2>Markets reacted to escalating concerns around the ongoing U.S.-Iran conflict after renewed attacks across the Middle East raised fears of prolonged disruptions to global energy supplies.In the prior session, the Dow Jones Industrial Average fell 0.8%, while the S&amp;P 500 slipped 0.9% and the Nasdaq Composite dropped 1%. All 11 sectors in the S&amp;P 500 finished lower. Materials was the worst-performing sector, falling about 2.5%, followed by industrials, which declined 1.9%.Ryan Detrick, Chief Market Strategist at Carson Group,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RyanDetrick/status/2028845602017353765">said on X</a> that it was a “good reminder that we just had the smallest first two-month range EVER for the S&amp;P 500. Tight ranges don't last forever.”Investor concerns increased after Iran’s Revolutionary Guard threatened to target ships attempting to transit the strait. Tanker traffic through the route largely halted as the conflict escalated.&nbsp;U.S.President Donald Trump said on Tuesday that the U.S. would provide insurance guarantees and potentially naval escorts to vessels traveling through the Strait of Hormuz to ensure energy shipments continue. “No matter what, the United States will ensure the FREE FLOW of ENERGY to the WORLD,” Trump&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116166926920657651">said</a> on Truth Social.Energy markets were at the center of the volatility. Brent crude settled up 4.71%, while West Texas Intermediate crude gained 4.68%, after both contracts had surged more than 9% earlier in the session.Oil prices have rallied sharply since the conflict intensified, with Brent climbing more than 12% over two sessions as disruptions around the Strait of Hormuz threatened one of the world’s most critical oil shipping routes.&nbsp;Meanwhile, Tehran-backed Hezbollah launched missile and drone attacks toward Tel Aviv, and the U.S. embassy in Riyadh was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.aljazeera.com/news/2026/3/3/us-embassy-in-saudi-capital-riyadh-hit-by-drones-fire-reported-ministry">reportedly</a> struck by drones. The U.S. State Department also ordered evacuations of some diplomatic staff from Bahrain, Iraq and Jordan.<h2 class="st-heading-2">Trending Stocks To Watch On NYSE, Nasdaq</h2>Micron Technology (MU): The stock is trending after Goldman Sachs raised its price target on the chipmaker to $360 from $235 while maintaining a “Neutral” rating. The company also began sending customers early samples of a new 256GB memory module built for AI data centers that deliver higher capacity while using less power.ImmunityBio (IBRX): The stock is in focus after the company warned of a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-tumbles-after-hours-bcg-shortage-saudi-anktiva-launch-middle-east-tensions/cZd9PqbRI5R">“terrible” shortage</a> of BCG, a standard therapy for early-stage bladder cancer, and said it is preparing shipments of its immunotherapy Anktiva to Saudi Arabia amid rising geopolitical tensions.Battalion Oil (BATL): The stock is in focus after the company said it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/battalion-oil-to-raise-15-million-batl-stock-surges-134-pre-market-amid-rising-crude-prices/cZde0BuRIPa">will raise</a> about $15 million from a new institutional investor through a share offering priced at $5.5.Trump Media &amp; Technology Group (DJT): The stock is trending amid intense community debate over President Donald Trump’s escalating military actions against Iran, with Stocktwits sentiment remaining “bearish” over the past three months amid “high” message volume.Sea (SE): The stock drew retail attention after the Singapore-based tech conglomerate reported mixed&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/se-stock-is-tumbling-today-after-mixed-q4-results/cZde0M8RIPO">fourth-quarter results</a>, with earnings missing analyst expectations even as revenue beat estimates.<h2 class="st-heading-2">How Global Markets Are Performing Today</h2>In broader markets, the yield on the benchmark 10-year U.S. Treasury note was near 4.06%, while gold traded around $5,136 after pulling back amid dollar strength.Asian markets fell on Wednesday, with MSCI’s broadest index of Asia-Pacific shares outside Japan dropping about 2.5%. South Korea’s Kospi declined about 4% and Japan’s Nikkei 225 slid about 2.5% for a third straight session of losses. Energy-importing economies such as Japan and South Korea are seen as particularly vulnerable to sustained rises in oil prices.Adam Kobeissi, founder of The Kobeissi Letter, also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TKL_Adam/status/2028872529541263833">noted on X</a> the broad market pressure across asset classes, saying, “The S&amp;P 500, Gold, Silver, Bitcoin, and Bonds are ALL down sharply. But why? What’s happening right now is a modest rush to the sidelines.”Among the catalysts for Wednesday are the ADP employment report, S&amp;P final U.S. services PMI, ISM services data and the Fed Beige Book, while investors will also watch quarterly earnings from Abercrombie &amp; Fitch, Broadcom and Okta.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange (NYSE) on March 02, 2026 in New York City. (Photo by Spencer Platt/Getty Images)

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Traders are eagerly awaiting the March 18th earnings report, with many expecting blowout numbers and long-term price targets, especially driven by AI demand.

The stock's recent drop is widely attributed to geopolitical tensions causing a sharp selloff in Korean memory stocks and higher energy costs.

Despite significant price drops, many investors see the current dip as a prime buying opportunity, confident in strong long-term growth driven by fundamental demand.

Discussions highlight the significance of recent advancements like 256GB LPDRAM SOCAMM2 modules and the surging High Bandwidth Memory (HBM) demand driven by AI.

The stock experienced a steep recent decline, sparking debate and frustration among traders who are closely monitoring its rebound and testing of support levels.

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