MU
Micron TechnologyWho's tracking it
People we track who have mentioned this stock — their take and the move.
Author highlights Amazon's raised 2026 capex to $220B and persistent compute shortage, bul
Amazon's higher capex partly due to higher memory costs, benefiting memory suppliers.
Source: X / @aleabitoreddit ↗Analyst Kim Sunwoo recommends buying Samsung Electronics and SK Hynix, arguing that the ma
Micron has signed 16 long-term agreements with favorable take-or-pay volume contracts, indicating structural demand for memory. This supports the broader bullish thesis for memory stocks.
Source: X / @aleabitoreddit ↗Micron announced memory LTAs with Qualcomm, yet MU dropped 5.37%. The author suggests the
The author attributes the drop to technical deleveraging rather than any fundamental weakness, indicating a positive underlying outlook for Micron.
Source: X / @aleabitoreddit ↗Key takeaways include shifts in AI chip supply (DeepSeek, Zhipu developing ASICs), NVIDIA’
$500M funding to support GlobalWafers' US manufacturing capacity, reinforcing domestic memory supply.
Source: X / @aleabitoreddit ↗The author observes a simultaneous sharp drop (-4% to -10%+) in multiple semiconductor/sto
Indiscriminate selloff from margin liquidations, not fundamentals, may create a buying opportunity if underlying improves.
Source: X / @aleabitoreddit ↗The author reflects on Reddit (RDDT) returning above $200, highlighting its strong fundame
Memory bottleneck into 2029; long-term agreements (16T+ LTAs) indicate strong demand despite noise about memory optimization or Chinese players.
Source: X / @aleabitoreddit ↗Elon Musk warns of massive demand and price increases for memory (MU, SK Hynix, Samsung) d
Musk highlights massive demand and price hikes for memory, with supply constraints, suggesting a bullish outlook for Micron Technology (MU).
Source: X / @aleabitoreddit ↗The author laments poor portfolio performance despite strong moves in MU and SNDK, and exp
The author describes MU's performance as 'ridiculous', implying very strong upward movement.
Source: X / @aleabitoreddit ↗The author notes a broad sell-off across many sectors (photonics, space, software, crypto)
Memory is noted as one of the few areas that hasn't crashed, implying relative strength.
Source: X / @aleabitoreddit ↗MU CEO predicts a multi-decade memory demand boom driven by humanoid robots, which require
The CEO explicitly predicts a multi-decade memory demand cycle from humanoid robots needing 10x memory of L2+ autonomous vehicles, plus on-device AI and replacement demand.
Source: X / @aleabitoreddit ↗Micron's earnings and guidance beat estimates, with long-term agreements securing future r
Revenue and EPS beat estimates, strong future guidance, and 16 long-term agreements covering over half of expected revenue, indicating structural demand from AI.
Source: X / @aleabitoreddit ↗The author views recent drops in $MU, $INTC, $TSM as buying opportunities, dismissing sell
The author sees the drop as a clear buying opportunity after dismissing the rate-hike narrative as baseless.
Source: X / @aleabitoreddit ↗The author reflects that widespread bearish sentiment on memory three months ago preceded
MU surged 195.26% from $380 to $1122 since the author's bearish sentiment observation three months ago, showing strong momentum in memory.
Source: X / @aleabitoreddit ↗The author believes AI is as disruptive as the agricultural or industrial revolution and e
Valuations going up every day, likely some corrections.
Source: X / @aleabitoreddit ↗The author highlights their successful prediction that Micron (MU) would follow Nvidia's t
Author explicitly states MU 'looks like the next NVDA' and notes it's at a $1.23T market cap, indicating strong growth.
Source: X / @aleabitoreddit ↗The author outlines three investment themes—neoclouds, photonics, memory—and discusses spe
Memory demand could be structural; author hints at potential to become a mini-NVDA-like company.
Source: X / @aleabitoreddit ↗The author argues that investing in domestic champions like $AAOI and other US/EU semicond
Listed as critical to US supply chains and receiving subsidies for securing Western supply chains, implying bullish sentiment.
Source: X / @aleabitoreddit ↗Industry sources indicate CPO scale-out is ahead of schedule, with Foxconn units and optic
Author dismisses the analyst report claiming MU lost HBM4 share, as MU later confirmed mass production, indicating strong position in HBM4 for Rubin.
Source: X / @aleabitoreddit ↗NVIDIA CEO warns memory shortage will persist for years due to AI infrastructure demand; t
Persistent memory shortage due to AI scaling supports higher operating profits, making current projections more achievable.
Source: X / @aleabitoreddit ↗The author jokes about market corrections, dismisses media narratives around chip stocks,
Listed as a big decliner, but author rejects media's explanation and sees no fundamental change.
Source: X / @aleabitoreddit ↗HBM4 green light: Samsung, SK hynix & Micron certified for Vera Rubin
Certified too, but shares fell ~7.7% on June 5 amid broad tech weakness.
Source: CoinCentral ↗Calls Micron "great"
Presidential praise + UBS PT hike to $1,625; crossed $1T market cap.
Source: Benzinga ↗
