Substack · Doble Piso · Chino
¿En qué etapa del “trade IA” estamos?
Bienvenido a Doble Piso, reflexiones sobre finanzas, de un inversor para otro inversor.
US · 24 entries · 18 publications
MU
Micron
- Entries
- 24
- Bullish
- 2
- Bearish
- 0
- First
- Jun 26, 2025
- Latest
- Oct 22, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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2Substack · I/O Fund · Beth Kindig
Top 10 Tech Stocks of 2025: How the AI Trade Defied the Skeptics
The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of the AI bubble…
Timeline
Newest to oldest- October 2026 11 entries
Substack · Fulcrum Insights
Micron Doubled Inside the Fulcrum Model Portfolios. The Rules Took Profit at the Top of a 20% Slide.
Holding of the Week, Micron Technology (MU), up 108.7% since the February 2nd start in the Fulcrum Model Portfolios, trimmed under the portfolio's rules at the October 1st rebalance, and still about 17% below that price.
Since publication +5.5% α +5.3 pp vs S&P 500 · USD
Substack · Phaetrix Investing · Phaetrix
Why I Bought MU
I did not buy Micron because I thought memory had stopped being cyclical. I bought it because I thought the cycle might last longer than the price implied.
Since publication −1.1% α −0.1 pp vs S&P 500 · USD
Substack · Quality Stocks | GARP Investment Research · Quality Stocks
Why Is Micron Trading at Just 6x PE?
HBM demand and tight memory supply are driving record profits, but the real question is what happens when the cycle normalizes
Since publication −1.1% α −0.6 pp vs S&P 500 · USD
Substack · Ed Butowsky
Same Profits, Lower Price: Why We Prefer SK Hynix (SKHY) to Micron
The world’s largest maker of AI memory earns about what Micron earns, returns far more cash to shareholders, and costs less. Here is the case and how we think about buying it.
Since publication MU −8.6% α −7.0 pp vs S&P 500 · USD
Substack · Hundal Earnings
Micron’s AI Boom Is Only Valuable If Memory Stops Acting Like a Commodity
Micron captures value as AI raises memory intensity and shifts demand toward HBM and data center products, while capacity growth could restore commodity pricing.
Since publication −16.9% α −15.3 pp vs S&P 500 · USD
Substack · Global Equity Briefing · Ray Myers
What Will Micron’s Share Price be in 2029?
New Valuation Model and a 2029 Target Share Price.
Since publication MU −15.1% α −13.8 pp vs S&P 500 · USD
Institutional · eToro
AI Data Center Buildout Is Driving Up Electronics Prices. Will the Global Memory Shortage Continue?
US memory chipmaker Micron will report results on Wednesday, and the market expects another record quarter. But the AI boom also has a downside that consumers will soon feel: more expensive phones, laptops and gaming…
Since publication −15.9% α −15.3 pp vs S&P 500 · USD
Substack · Benzinga | Ring The Bell · Benzinga
Micron’s $73B Secret + BofA’s 5 Favorite Chip Stocks
Plus, the AI cyber boom, the inflation twist, Amazon's big threat, stock of the day, and more
Since publication MU −15.9% α −15.3 pp vs S&P 500 · USD
Substack · Young Bull · Youngbull
MU Stock: The $54B Print That Was Never the Trade
Micron printed $54.2 billion on an 87% gross margin and guided next quarter to $61.5 billion. The stock is down 3% on the print anyway. Here is what Wall Street still refuses to believe.
Since publication −17.7% α −17.8 pp vs S&P 500 · USD
Substack · Grow or Die · Chris Wood, Grow or Die
Micron remains the #1 memory stock to buy
Even after surging 549% last year.
Since publication −17.7% α −17.8 pp vs S&P 500 · USD
Substack · Global Equity Briefing · Ray Myers
Micron FYQ4 2026 Earnings: The AI Memory Supercycle Continues!
US memory chip manufacturer experiencing AI-driven, Nvidia-like demand growth for its chips!
Since publication MU −17.7% α −17.8 pp vs S&P 500 · USD
- September 2026 4 entries
Substack · TradingDTE · tradingdte
Niveles claves | Earnings MICRON
Campo de juego
Since publication −15.2% α −15.5 pp vs S&P 500 · USD
Substack · Phaetrix Investing · Phaetrix
Micron at Six Times
Earnings estimates rose 50%. The stock fell 24%. The question is whether the market is pricing a cyclical peak — or missing a structural change in memory.
Since publication −14.3% α −14.2 pp vs S&P 500 · USD
Substack · Benzinga | Ring The Bell · Benzinga
5 Whisper Stocks Set To Soar
Plus, Ark moves, Micron's big test, short squeeze, Top stories, Stock of the day, and more.
Since publication −17.6% α −16.4 pp vs S&P 500 · USD
Substack · TheBigBerbowski Investing · TheBigBerbowski
Micron Technology $MU: A critical layer powering AI
This is a company whose entire history has been a cycle of booms and busts. Yet it just posted an 85% GM, signed $100B in contracts, and told the market it can’t make enough to meet demand.
Since publication −3.2% α −3.8 pp vs S&P 500 · USD
- July 2026 3 entries
Blogs · Academia de Inversión
Consultorio Bursátil – Julio 2026
Consultorio bursátil de julio de 2026 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. Las preguntas generales de este mes son sobre la preparación del CFA, cómo afrontar la compra de un…
Since publication +0.4% α −3.2 pp vs S&P 500 · USD
Substack · Fede's Portfolio · Federico Wengi
Micron: The Next TSMC?
Three shapes of the memory cycle, and a tail.
Since publication −3.6% α −5.7 pp vs S&P 500 · USD
Substack · Mythic Market Research
The $1 Trillion Question Isn't Whether Micron Is a Great Business
It's up ~700% in a year, it prints record margins, and it trades at 13x earnings. All three of those things are true at once and that's the whole problem
Since publication −4.8% α −7.4 pp vs S&P 500 · USD
- June 2026 1 entry
Substack · Hated Moats · Hated Moats Investors
Micron’s Profits Are Exploding. Is This the Top of the Cycle?
Micron’s Profits Are Exploding. Is the Market Making a Historic Mistake?
Since publication −14.1% α −18.3 pp vs S&P 500 · USD
- December 2025 2 entries
Blogs · ValueWalk
Micron Posts Blowout Results in Record Quarter, Stock Soars 13%
While AI stocks have sputtered in recent weeks, Micron Technology keeps right on generating strong returns.
Since publication +263.6% α +250.3 pp vs S&P 500 · USD
Institutional · eToro
Visa Looks for Momentum, Micron Surges on Earnings
Visa rallies on stablecoin optimism, while Micron pops on strong earnings. The Daily Breakdown dives into what’s moving markets. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning…
Since publication MU +263.6% α +250.3 pp vs S&P 500 · USD
- October 2025 1 entry
Substack · I/O Fund · Beth Kindig
Micron Stock Up 120% YTD: What the HBM Memory Leader Plans for 2026
Micron’s stock is up 120% YTD – or 3X more YTD than AI heavyweight Nvidia. Recently, the high-bandwidth memory content that Micron supplies has increased 3.5X between GPU generations, leading to a quiet memory boom…
Since publication MU +312.6% α +299.6 pp vs S&P 500 · USD
- September 2025 1 entry
Blogs · ValueWalk
Micron Crushes Earnings Estimates, So Why is Stock Dropping?
Chipmaker Micron Technology is a rare bird in the investing world as a high-flying AI stock that is not overvalued.
Since publication −458.8% α −443.2 pp vs S&P 500 · USD
- June 2025 1 entry
Blogs · ValueWalk
Micron Stock Drops Despite Blowout Quarter – Should You Buy?
On Thursday, Micron stock was trending about 2% lower for reasons that are not very clear as the company delivered a strong fiscal third quarter earnings report.
Since publication +617.2% α +592.2 pp vs S&P 500 · USD
There are 2 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.