Search: MU - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 19	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Where Will Micron Stock Be in 5 Years?
Feb 19	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Micron Technology (MU) Valuation Check After ...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Dow Jones Futures: S&P 500 Rises To Resistanc...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Is Micron Technology the Next Taiwan Semicond...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Micron: The Setup Into 2027
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Billionaire fund manager drops $285 million i...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Micron’s Massive US$200b Bet On AI Memory Dem...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU MKS Earnings Miss Estimates in Q4, Revenues I...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Why Did Micron Stock Pop Today?
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Top AI Investor Gavin Baker Bets Big on Nvidi...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Can Higher-Capacity HAMR Momentum Power Seaga...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Is Micron a Trillion-Dollar Company in the Ma...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Western Digital Sells Sandisk Stake To Cut De...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Equal Weight Tech Fund Beat QQQ by 216% Throu...
Feb 18	MU	$420.95 $420.95 +0.0%	N/A	Finnhub News	—	Finnhub - MU Micron's New SSDs Are Gamechangers For AI
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron Rallies as AI Memory Crunch Lifts Marg...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU David Tepper's Strategic Moves: A Closer Look...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron (MU) Stock Declines While Market Impro...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron's $200 Billion AI Memory Expansion
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Lam Research Deepens Investment in Boise to S...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron’s AI Memory Bet And $100b Fab Test Ric...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Appian to Report Q4 Earnings: What's in Store...
Feb 17	MU	$399.78 $420.95 +5.3%	LONG	Deirdre Bosa Anchor/Reporter, CNBC Tech Check	There is a "global shortage" in memory chips with prices up "90% in a single quarter." Apple is reportedly in talks with Chinese chipmakers (MTK, CSMT) to fill the gap. When the world's largest buyer (Apple) is forced to seek alternative Chinese suppliers, it confirms a massive supply/demand imbalance. This pricing power directly benefits established memory manufacturers like Micron (MU). Long the Memory Sector and MU to capture the super-cycle in pricing. Overproduction in late 2026; faster-than-expected capacity expansion from Chinese competitors.	CNBC China's Lunar New Year tech showcase
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Why 1 Analyst Just Raised His Micron Stock Pr...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Appaloosa Management Increases Stake In Micro...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron’s Run Isn’t Over—3 Signals Point to Mo...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron Shares Rise Sixfold as Gross Margins T...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron Is Spending Big to Break the AI Memory...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU ChipAgents Raises $74M to Scale an Agentic AI...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU What's Going On With Micron Stock Tuesday?
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Nvidia: Robust Growth Outlook With Minimal Su...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU The Year's Five Best Stocks Already Have A Lo...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Stocks Fall Pre-Bell as Traders Await Key Inf...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU The Zacks Analyst Blog NVIDIA, Micron Techno...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron To Rally More Than 9%? Here Are 10 Top...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron Technology (MU) Is Up 10.3% After 2026...
Feb 17	MU	$399.78 $420.95 +5.3%	WATCH	—	"Chips are three main companies... Micron spending over $200 billion on increasing capacity. That is affecting the larger companies, Apple. 10% of the cost for an iPhone is memory chips." The strategist highlights a "Software as a Service Armageddon" and notes that rising component costs (Memory) are impacting hardware margins (Apple). While he says you "cannot duplicate US companies," the immediate setup involves margin compression for hardware and valuation compression for software. WATCH. The sector is undergoing a cost-structure shock. AI demand could offset margin compression faster than expected.	Bloomberg Markets Futures Slip Ahead of US Return; Iran-US Talk...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Needham Maintains Buy on Micron Technology, R...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Is It Too Late to Buy Micron Technology Stock...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU 3 Market-Beating Stocks with Competitive Adva...
Feb 17	MU	$399.78 $420.95 +5.3%	N/A	Finnhub News	—	Finnhub - MU Micron Is Spending $200 Billion to Break the ...
Feb 16	MU	$411.66 $420.95 +2.3%	N/A	Finnhub News	—	Finnhub - MU Micron’s Early HBM4 Ramp Puts AI Memory Growt...
Feb 16	MU	$411.66 $420.95 +2.3%	N/A	Finnhub News	—	Finnhub - MU If You Invested $1000 in Micron a Decade Ago,...
Feb 16	MU	$411.66 $420.95 +2.3%	N/A	Finnhub News	—	Finnhub - MU Micron: Nothing Is Over
Feb 16	MU	$411.66 $420.95 +2.3%	LONG	Neil Campling Tech/TMT Analyst	"With the latest AI chips they used 10 times or 6 times the amount of memory... it takes 3-5 years to build a new memory fabrication plant, and that is creating a bottleneck." Demand is exponential (AI) while supply is inelastic (multi-year build times). This creates a classic super-cycle for memory manufacturers where pricing power shifts entirely to the producers. LONG pure-play memory manufacturers and semiconductor equipment suppliers. Global recession dampening AI capex; rapid resolution of supply chain issues (unlikely given the 3-5 year lead time).	Bloomberg Markets Memory Chip Shortage is Global Crisis in the ...
Feb 16	MU	$411.66 $420.95 +2.3%	LONG	Neil Campling Tech/TMT Analyst	AI chips (specifically Nvidia's Rubin) use 8-10x more memory than H100s. Hyperscaler capex is $600B, but memory supply is constrained. Spot prices are estimated to be up 60% QoQ. You cannot build a fabrication plant in 3 months. The supply-demand imbalance is structural and worsening. This grants immense pricing power to the memory oligopoly (Micron, SK Hynix, Samsung). South Korea (EWY) is the geographic proxy for this trade. LONG Memory Producers and Korean Equities. Global recession crushing demand for consumer electronics (phones/PCs) which these companies also rely on.	Bloomberg Markets 'Shared Values' discussed in Munich; RAM Conc...
Feb 16	MU	$411.66 $420.95 +2.3%	N/A	Finnhub News	—	Finnhub - MU Micron Technology Inc. (NASDAQ:MU) Fits the '...
Feb 16	MU	$411.66 $420.95 +2.3%	LONG	business	AMD will work with TCS to support up to 200 megawatts of AI infrastructure capacity in India https://t.co/mloBrFyLVl	@business AMD will work with TCS to support up to 200 m...
Feb 16	MU	$411.66 $420.95 +2.3%	N/A	Finnhub News	—	Finnhub - MU Micron Technology Ownership in Focus After 28...
Feb 16	MU	$411.66 $420.95 +2.3%	N/A	Finnhub News	—	Finnhub - MU Has Micron (MU) Run Too Far After AI Memory H...

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