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Elon Musk Has Incredible News for Micron Stock Investors
The Motley Fool·
Elon Musk's comments on X about humanoid robots requiring massive amounts of DRAM memory boosted Micron stock by over 5%. Counterpoint Research projects DRAM demand from humanoids could increase 21x between 2026-2030, with memory content per unit rising from 19GB to 39GB. Tesla's Optimus robots use 72-144GB of memory, and Goldman Sachs forecasts humanoid robot shipments could reach 6.5 million units by 2035, generating $138 billion in revenue. Analysts suggest Micron's valuation at 13x earnings is attractive given expected 133% EPS growth and emerging opportunities in physical AI applications.
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