Stocks / Semiconductors
MUSemiconductors
Micron Technology, Inc.
$982.981d +5.2%5d +1.2%settled close · 2026-09-17
Mkt cap $413B (4/10)β 3.1852w $157–1,230Shares 1.13BInd. Semiconductors & Related DevicesNasdaq since 1984Emp. 53,000HQ Boise, IDmicron.com
The tape, with the calls on it
Who said what, and what MU did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about MU
13 long7 shortlatest 2026-08-18
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-18 | Thomas Hayes | Bearish | Fox Varney & Co | Memory is a highly cyclical commodity business with new capacity coming online, and Micron is pricing in… |
| 2026-08-13 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Micron has $100B in take-or-pay bookings through end of decade, demand will exceed supply at least through… |
| 2026-08-12 | Bryn Talkington (Requisite)Managing Partner, Requisite Capital | Bullish | CNBC Halftime Committee | Micron has broken into the top 7-8 S&P 500 weighting and its earnings alongside NVIDIA's are going to… |
| 2026-08-11 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Final Trades | The AI-driven semiconductor demand cycle will be elongated by years; Micron trades at only 6x forward… |
| 2026-07-21 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Micron is down 24% from highs while fundamentals remain strong—16 deals signed last quarter generating $100B… |
| 2026-07-15 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bearish | Wealthion | Micron's 85% gross margins and ~10x peak sales valuation mirror the 1999-2000 DRAM cycle top; a low P/E on a… |
| 2026-07-10 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bearish | Louis-Vincent Gave | Chinese DRAM and NAND competitors CXMT and Yangtze Memory Technology are systematically targeting Micron's… |
| 2026-07-10 | Ben ReitzesTech analyst, Melius Research | Bullish | CNBC Television | Micron is a leader in HBM stacked DRAM for AI workloads and benefits directly from insatiable demand from… |
| 2026-07-09 | Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & Walsh | Bullish | Yahoo Finance | Memory is a hard bottleneck for AI—no memory means the AI revolution stops—and Micron trades at just 6x… |
| 2026-07-08 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | Michael Green | Micron's current margins are cyclically unsustainable given the well-documented boom-bust nature of memory… |
Show all 20 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-07 | Steve SosnickChief Strategist, Interactive Brokers | Bearish | Fox Business | Parabolic trend in semiconductors has broken and Micron's stock barely reacted to terrific earnings… |
| 2026-06-30 | Lee Munson (Portfolio Wealth Advisors)CIO, Portfolio Wealth Advisors | Bearish | Yahoo Finance | Micron is in an AI-driven earnings bubble fueled by memory price spikes; the run may persist a few more… |
| 2026-06-30 | Ben EmonsMacro strategist — FedWatch Advisors | Bearish | Yahoo Finance | MU's straight-up parabolic chart is mathematically unsustainable, and a 13-14% drawdown is structurally… |
| 2026-06-27 | Gavin BakerFounder & CIO, Atreides Management | Bullish | All-In Podcast | DRAM/HBM is the defining AI bottleneck—only three companies can make it, new supply contracts with floor… |
| 2026-06-25 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | Tom Lee | Memory has shifted from cyclical commodity to irreplaceable AI resource — Micron secured 16 strategic… |
| 2026-06-25 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | Tom Lee | At worst in mid-innings of the cycle; earnings estimates will rise sharply on the guidance given, making the… |
| 2026-02-24 | Isabella Student Presenter | Bullish | Value Investing with Legends | Memory has become the structural bottleneck in AI as GPU memory requirements multiply (B300 needs 3.6x the… |
| 2024-11-08 | Katie StocktonTechnical strategist — Fairlead | Bullish | The Compound | Micron has an active DeMark buy signal with approximately a two-week duration, offering a short-term… |
| 2023-06-16 | Bonawyn EisonEquity derivatives strategist | Bullish | CNBC Fast Money Final Trade | Micron offers a tradeable opportunity by looking through near-term China headwinds, which are transient… |
| 2019-10-24 | Unknown | Bullish | CNBC Fast Money Final Trade | Chip sector softness (as seen with Texas Instruments) is already reflected; Micron is set to move higher… |
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Earnings
Next report: 30 Sep 2026 after the close
Confirmed date · consensus EPS 32.22. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where MU’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-06-25 | ||||||
| 2026-05-11 | ||||||
| 2026-05-05 | ||||||
| 2026-04-23 | ||||||
| 2026-04-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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