By JR Robinson, CEO/Co-Founder of JustMy

Welcome to 2026.

I’m JR Robinson. If you know me, you know my goal for this year isn’t just about numbers on a spreadsheet. It’s about testing the limits. My mission for 2026 is simple: To see how far I can go, and how far JustMy can help you go.

We often talk about "grind" and "grit"—and coming from Memphis, you know that’s in my DNA. But in 2026, grit isn't enough. You need an engine. You need an architecture. You need an OS (Operating System) capable of handling the bandwidth of your own potential.

As we kick off this year, I’ve been looking at the market for plays that mirror this mindset—companies that aren’t just surviving, but are aggressively expanding their capacity to win. That brings me to a stock that I believe is poised for a legendary run: Micron Technology (MU).

Here is why this is a great play for 2026, and what it teaches us about our own "OS."

The data backs it up:

• Sold Out Capacity: Micron has effectively sold out its HBM capacity for 2025 and 2026 with fixed agreements. That is guaranteed revenue. That is what happens when you have the product the world is desperate for.

• Margin Expansion: Their gross margins are sitting at 57%, up 17 points year-over-year. That is efficiency at scale.

• The Valuation Gap: Despite this explosive growth, they are trading at a forward P/E of around 7.4. Compared to its peers, the market hasn’t fully priced in this "Nvidia Moment" yet.

This is a classic "pick and shovel" play. AI needs processing power (Nvidia), but that processing power is useless without massive, high-speed memory (Micron).

What Will You Do With Your OS?

I love this stock play because it’s a perfect metaphor for what we need to do as leaders and entrepreneurs this year.

Micron is successful in 2026 because they prepared their infrastructure years ago. They upgraded their manufacturing "OS" to handle the AI wave before it crashed onto the shore.

So, I have to ask you: What will you do with your OS in 2026?

Your "Operating System" is your mindset, your habits, and the tools you use to tell your story.

• Are you "Sold Out"? Micron is sold out for two years because their value is undeniable. Is your value proposition so clear that your calendar is booked solid?

• Are you Expanding Margins? Are you working harder for less, or are you optimizing your "Personal OS" to get more return on your energy?

• Are you Undervalued? Maybe the market hasn't realized your worth yet. That’s fine. Like Micron, if you have the fundamentals, the valuation will catch up.

The JustMy Promise

At JustMy, we are building the tools to help you upgrade that OS. Whether it's through our myCARDS digital business cards or our InfoHUB to organize your content, we want to be the memory chip that helps your processor run faster.

I am bullish on Micron for 2026 because the world needs more memory to process the future. I am bullish on YOU for 2026 because the world needs your story.

Don't let this year be just another calendar change. Treat it like a hardware upgrade. Look into Micron, but more importantly, look inward.

Let’s see how far we can go.

— JR