$4,200 gold is nice ... but here’s what most gold bugs are missing

Dear Reader,

Gold just broke past $4,200.

Gold bugs are out celebrating. And they should be.

But our gold expert Sean Brodrick saw this coming a long time ago.

He's actually excited about something else that could do much, MUCH better.

You see, every time gold has a big run, one type of stock goes absolutely crazy.

For instance, when this happened in the 2000s, gold rose 454%.

But some stocks saw gains like 5,090%, 7,746%, 9,850% and more.

In fact, our team identified 98 different stocks that delivered gains of at least 1,000%.

The most important part?

Now, Sean thinks we're in the early stages of the biggest bull market in gold yet.

He's actually found five companies that he believes could deliver explosive gains.

But the window won't stay open long …

Because when gold moves this fast, these stocks have moved even faster.

Click here to discover Sean's five top picks to benefit from this gold surge

Eliza Lasky
Weiss Advocate

Exclusive Content

Micron: Accelerating HBM Ramp Extends Growth Into 2027

By Thomas Hughes. Article Posted: 1/14/2026.

At a Glance

Micron’s HBM memory supply is fully booked through 2026, with demand expected to exceed supply well into 2027 or beyond.
Strategic global expansion and pricing power position Micron to outperform conservative revenue forecasts, especially in AI-driven markets.
Analyst upgrades and bullish sentiment support continued upside, with high-end price targets implying significant room for further gains.

If you're thinking, "2027? That's quite a way off" — you might not realize that Micron's (NASDAQ: MU) key product is already fully booked through 2026. Instead, it's the 2027 forecasts — where analysts show wide valuation dispersion — that will influence this stock in 2026.

HBM memory, the memory that powers the GPUs running AI, is sold out. That shortage is creating global supply constraints and, for Micron, an opportunity to expand production and gain share. Micron is a leading provider of advanced HBM components. The latest milestone is the groundbreaking at its Clay, NY, megafab, but that site is a multi-year catalyst. Clay won't phase into operations for several years, so nearer-term projects will have more immediate impact.

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In the near term, Micron has several expansions underway, with the first expected to go live this year. An advanced packaging facility in Singapore strengthens the company's position in the AI supply chain, enabling faster and larger-scale packaging of critical HBM components. This shift also moves production away from China/Taiwan and positions Micron to capture market share. Additional facilities in Boise and Japan are slated to come online by mid-2027 and late 2028, respectively, further boosting HBM capacity. The Boise expansion includes two fabs, Fab 1 and Fab 2, which will increase supply while reinforcing Micron's U.S. footprint and domestic AI manufacturing capabilities.

HBM Demand Drives Higher Prices; Supply Won't Catch Up Soon

Demand for HBM is so strong that not only is Micron sold out, but its competitors are as well. The effect shows up in pricing, which surged by as much as 60% in 2025 as contracts were negotiated, and in revenue, which produced a blowout in Q1 fiscal 2026. HBM4, the next-generation product, is expected to ramp at scale this year and is already committed through current capacity plans.

Optimistic forecasts expect HBM supply shortages to persist at least until early 2027, and the odds are high they could last longer. While production is ramping, Micron says it can meet roughly 60% of 2026 demand, which implies supply will still struggle to keep pace in 2027. Pessimistic scenarios push shortages into 2028 amid strong data-center demand.

For 2026, Micron's revenue is projected to grow roughly 100% year-over-year. The company will likely exceed consensus estimates; the key question is what 2027 will look like. As it stands, MarketBeat's consensus for 2027 shows only about 20% revenue growth, which seems conservative given 2026 shortfalls and rising prices. A more likely scenario is stronger revenue growth supported by ramping production, higher pricing, and HBM4 sales.

Bullish Analyst Trends Support Micron's Stock

Analyst sentiment is broadly bullish and likely to remain so at least through the end of the year. All analysts have raised their targets recently, though most of the revisions to date affect the near-term (2026 and 2027). Longer-term forecasts are rising too, but at a slower pace, leaving room for continued upgrades as results and guidance materialize.

Micron ranks second for sentiment and price-target momentum among the Most Upgraded Stocks tracked by MarketBeat, with 37 analysts assigning a consensus Buy rating. As of mid-January, the market is trading about 10% ahead of the consensus price target, but that consensus itself is up more than 100% over the past 12 months. High-end analyst forecasts still indicate more than 30% upside, which helps sustain the market advance.

Micron's Uptrend Appears Intact

Micron peaked in late December 2025/early January 2026, but the technical uptrend appears intact. The MACD indicates strength and convergence with recent highs, suggesting higher highs are likely. The near-term question is whether the market will consolidate or correct before advancing; January action looks like consolidation. For bulls, a decisive move to new highs would signal continuation of the trend and could propel the stock roughly another $100, moving it toward analysts' high-end targets.

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