Substack · Doble Piso · Chino
¿En qué etapa del “trade IA” estamos?
Bienvenido a Doble Piso, reflexiones sobre finanzas, de un inversor para otro inversor.
EE. UU. · 24 entradas · 18 publicaciones
MU
Micron
- Entradas
- 24
- Alcistas
- 2
- Bajistas
- 0
- Primera
- 26 jun 2025
- Última
- 22 oct 2026
Más alcistas que bajistas entre las que declaran postura.
ene 25 – oct 26 · por mes
Seguimiento completo Pro
Alfa de cada tesis sobre MU a 1, 3 y 6 meses y desde la publicación, y el gráfico completo frente a su índice.El alfa a 1M/3M/6M y el gráfico detallado son de Pro.
Hazte ProAnálisis sectoriales que lo mencionan
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…
Cronología
De la más reciente a la más antigua- octubre de 2026 11 entradas
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.
Desde publicación +5,5 % α +5,3 p. p. 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.
Desde publicación −1,1 % α −0,1 p. p. 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
Desde publicación −1,1 % α −0,6 p. p. 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.
Desde publicación MU −8,6 % α −7,0 p. p. 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.
Desde publicación −16,9 % α −15,3 p. p. 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.
Desde publicación MU −15,1 % α −13,8 p. p. vs S&P 500 · USD
Institucional · 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…
Desde publicación −15,9 % α −15,3 p. p. 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
Desde publicación MU −15,9 % α −15,3 p. p. 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.
Desde publicación −17,7 % α −17,8 p. p. 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.
Desde publicación −17,7 % α −17,8 p. p. 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!
Desde publicación MU −17,7 % α −17,8 p. p. vs S&P 500 · USD
- septiembre de 2026 4 entradas
Substack · TradingDTE · tradingdte
Niveles claves | Earnings MICRON
Campo de juego
Desde publicación −15,2 % α −15,5 p. p. 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.
Desde publicación −14,3 % α −14,2 p. p. 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.
Desde publicación −17,6 % α −16,4 p. p. 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.
Desde publicación −3,2 % α −3,8 p. p. vs S&P 500 · USD
- julio de 2026 3 entradas
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…
Desde publicación +0,4 % α −3,2 p. p. vs S&P 500 · USD
Substack · Fede's Portfolio · Federico Wengi
Micron: The Next TSMC?
Three shapes of the memory cycle, and a tail.
Desde publicación −3,6 % α −5,7 p. p. 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
Desde publicación −4,8 % α −7,4 p. p. vs S&P 500 · USD
- junio de 2026 1 entrada
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?
Desde publicación −14,1 % α −18,3 p. p. vs S&P 500 · USD
- diciembre de 2025 2 entradas
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.
Desde publicación +263,6 % α +250,3 p. p. vs S&P 500 · USD
Institucional · 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…
Desde publicación MU +263,6 % α +250,3 p. p. vs S&P 500 · USD
- octubre de 2025 1 entrada
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…
Desde publicación MU +312,6 % α +299,6 p. p. vs S&P 500 · USD
- septiembre de 2025 1 entrada
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.
Desde publicación −458,8 % α −443,2 p. p. vs S&P 500 · USD
- junio de 2025 1 entrada
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.
Desde publicación +617,2 % α +592,2 p. p. vs S&P 500 · USD
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