MU · Micron Technology
MU — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about MU in the last 14 days
None of the tracked publishers made MU the primary subject of a piece in this window.
Directional statements on MU, on the record
Each row is a dated fact: a named source expressed a direction on MU. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-07 | Damnang | Damnang | Bullish | 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 | Bullish | Price target raised from $2,100 to $3,000. |
| 2026-10-02 | AlphaPick | AlphaPick | Bullish | 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 | Exited | 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 | Bullish | 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 | Neutral | 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 | Bullish | 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 | Bearish | Remains short Micron, trimmed. |
Research notes that mention MU
- October 8, 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
- October 7, 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
- October 5, 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.
- October 2, 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- October 1, 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
- September 30, 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
- September 11, 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
- September 9, 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
- September 1, 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
Attributed statements and research notes, reproduced as stated. Not investment advice.
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