$1 Deal: Closest thing to a ‘win/win’ trade plan

In 2026, Big Tech is set to pay $900 billion in what I call ‘AI Tolls.’ 

Every tech company that wants access to AI has no choice but to pay them. 

That’s why I’m convinced AI Tolls is the closest thing to a ‘win/win’ trade plan I have seen in this hypergrowth sector. But you don’t need to be rich or connected to get in on it…

For the first time ever, you can unlock my entire trade plan for only $1. Previously, you would’ve had to pay many times this amount to access it. 

But the moment the Black Friday–Cyber Monday window closes, this offer disappears — and won’t return until next year.

Here’s everything you’ll get for just $1. 

Sincerely, 

Tim Bohen

P.S. Every major tech company racing to scale AI must buy the same key technology at the center of my trade plan. You can unlock its ticker and analysis for just $1 — but only during this Black Friday/Cyber Monday deal.





Today’s Featured Story

If You Wait for the Dip, Micron Technology Could Leave You Behind

Written by Thomas Hughes. Published 11/14/2025. 

Alt Text Creator said: Gloved hands hold a Micron-branded semiconductor wafer featuring dense chip patterns, highlighting advanced memory manufacturing and tech-sector production.

Key Points

  • Micron Technology is on the brink of a major demand ramp that will last for years as AI demand and data center growth fuel the business.
  • As DRAM prices surge, Analysts are lifting their targets—but not fast enough.
  • While MU stock is poised to correct in mid-November, robust trends and forecasts pointing to the $300 level might prevent it.

While concerns that the AI demand outlook is overblown and that players like OpenAI may struggle to meet GPU commitments are valid, these are bricks in a Wall of Worry built on a robust demand spike and the foundations of a multi-year memory chip supercycle.

Evidence of that supercycle appears in moves by DRAM chipmakers — notably Samsung (OTCMKTS: SSNLF) — to raise prices, and in Morgan Stanley’s decision to lift its price target. More upward revisions are likely in the coming quarters.

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Those macro signals underscore a rising tide that directly benefits Micron (NASDAQ: MU), one of the few companies positioned to capitalize on surging DRAM demand. Micron’s price action peaked in November and could see a pullback — but for long-term investors that pullback would be a bullish buying opportunity.

Analysts Can’t Keep Up With Micron’s Rapidly Rising Growth Trajectory

Morgan Stanley analyst Joseph Moore and his team raised their price target for MU to $325, roughly 50% above their prior target.

The new target implies about 40% upside from mid-November highs and is likely conservative.

In Morgan Stanley’s view, the demand-driven price surge supports an earnings outlook that takes Micron into “uncharted territory” from a profit standpoint. “We think the stock has yet to fully price in the upside that’s coming,” they said. Their model assumes DRAM prices could rise by as much as 50% in some scenarios — and even that projection has shown signs of being cautious.

That thesis was reinforced almost immediately when Samsung raised prices by about 60%, citing a global shortage of AI-capable HBM3E (or better) memory units that are critical to the AI industry. Each GPU — whether from NVIDIA (NASDAQ: NVDA) or Advanced Micro Devices (NASDAQ: AMD) — is built with clusters of HBM stacks, each containing up to 12 DRAM dies. That architecture has driven an exponential increase in demand for Micron’s products relative to what we’ve seen so far from NVIDIA and what we expect when AMD launches the MI450 line.

The takeaway for investors is straightforward: Micron is experiencing an unprecedented surge in revenue and earnings potential that the stock price has not yet fully reflected.

The Micron Technology stock chart shows a steep breakout with overbought momentum and analyst targets suggesting up to 40% upside.

Micron Is a Deep Value, But the Market Isn’t Sure How Deep

Analysts will need to raise near- and long-term estimates to reflect the strength in demand and pricing. Consensus forecasts currently show some strength for 2026–2028, but they do not yet capture the surge implied by recent trends, nor have many forecasters extended their targets further out.

As of mid-November 2025, Micron was trading at roughly 14x trailing earnings and about 12x on its 2028 forecast. If the valuation multiple expands materially — for example, by 50% over the coming years — the stock could appreciate significantly even without dramatic additional earnings outperformance.

With those factors in play, Micron’s share price could plausibly reach triple-digit gains relative to November highs over the next few years.

Analyst coverage has increased to 38 firms, sentiment has firmed (with a Buy bias around 88%), and price targets are trending higher.

The consensus lagged the market in November, which helped create a short-term correction outlook, but Micron is still up more than 45% over the prior 12 months. Morgan Stanley’s high-end target of $325 and the series of recent upward revisions are all above the prior consensus.

Micron Is at a Peak and Poised to Pull Back… But It Might Not

Micron’s stock price reached a peak in November and could see limited gains over the next few weeks to months. Headwinds include elevated short interest, which is near long-term highs, and institutional activity: many institutions reduced their holdings in the first half of Q4.

If a correction occurs, the stock could fall into the $185–$200 range before finding support. The caveat is that positive analyst sentiment and steady retail interest may provide enough backing to hold prices near current highs. In that case, Micron could consolidate at or near these levels and potentially move to new highs later this year or in early 2026.

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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