Technology · Semiconductors · United States
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.
Trade ideas
- Opinionated - ValueTop Picks—Stronger than peersStrong buy45Board
Analysts
Value vs sector peers
- Fwd P/E5.996
- P/B10.461
- Yield0.1%0
- P/E20.986
- Rev growth+345.7%98
Fundamentals
Performance
AI Infrastructure · Memory
The AI tradeIn the briefing and the feed
Briefing for 11 SeptA broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.
Servers, semicap, compute, dc-infrastructure, networking, memory and neocloud names all posted single-day declines of 4-6% simultaneously (HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC), suggesting a broad de-risking event across the trade rather than a stock-specific issue, even though several of these same names carry bullish fundamental news (Oracle backlog, Dell orders).
Compute · Semiconductor equipment · Memory · Networking · Servers · Data-centre infrastructure · Hyperscalers · Neoclouds· HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC
Catalysts
Next earnings: 30 Sept
Trade idea history
No trade idea has fired on MU since the ledger opened.
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