MU · Micron Technology
MU — Declarações atribuídas e notas de pesquisa, reproduzidas como publicadas. Não é aconselhamento financeiro.
O que a pesquisa publicada disse sobre MU nos últimos 14 dias
Nenhum dos publishers acompanhados fez de MU o assunto principal de uma peça nesta janela.
Declarações direcionais sobre MU, em registro
Cada linha é um fato datado: uma fonte nomeada expressou uma direção sobre MU. Quando um publisher repassou a mudança de rating de uma corretora, a voz de origem está na coluna "via". Nenhuma delas é uma recomendação do Quant Data; elas são registradas para que possam depois ser confrontadas com o que o preço fez.
| Data | Publisher | Via | Posição | Declaração |
|---|---|---|---|---|
| 2026-10-07 | Damnang | Damnang | Altista | Expresses a positive view on Micron, noting its ability to narrow the revenue gap with SK Hynix despite a smaller production base. |
| 2026-10-07 | TMT Breakout | D.A. Davidson | Altista | Price target raised from $2,100 to $3,000. |
| 2026-10-02 | AlphaPick | AlphaPick | Altista | Keeps Micron as a top Alpha Pick, citing AI data-center memory demand above supply; the author discloses a long position. |
| 2026-10-01 | James Bulltard | author's own account | Saiu | Closed short MU $800 December puts at a profit, along with MDB $250 December and U $37 puts, to free margin ahead of payrolls; says it is not bearish on these stocks. |
| 2026-10-01 | FundaAI | FundaAI | Altista | Bullish on MU on a 5x forward P/E on its calendar 2027 EPS of $213, supply tight into 2028 and over 75% of 2027 output locked. |
| 2026-09-30 | Damnang | Damnang | Neutro | Says the Micron catch-up case has a chance once customer specifications are clear, but states it has not concluded Micron will win; flags that custom HBM may shift value to customers such as NVIDIA. |
| 2026-09-11 | Damnang | author's own account | Altista | The interviewed engineer holds Micron as his sole memory-sector position, citing U.S.-policy exposure and access constraints on Korean shares over technically stronger rivals. |
| 2026-09-09 | Cassandra Unchained | author's own account | Baixista | Remains short Micron, trimmed. |
Notas de pesquisa que mencionam MU
- 8 de outubro de 2026 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- 7 de outubro de 2026 — Ten research pieces from six publishers: Marvell's ambitious 2030 targets, ASML's capacity expansion, optical switch growth, and rising Treasury yields pressure tech valuations
- 5 de outubro de 2026 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- 2 de outubro de 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- 1 de outubro de 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 30 de setembro de 2026 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- 11 de setembro de 2026 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
- 9 de setembro de 2026 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- 1 de setembro de 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Declarações atribuídas e notas de pesquisa, reproduzidas como publicadas. Não é aconselhamento financeiro.
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