Added to YB: 2025-09-30
Pitch date: 2025-09-26
MU [neutral]
Micron Technology, Inc.
+48.53%
current return
Author Info
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Company Info
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.
Market Cap
$270.7B
Pitch Price
$159.90
Price Target
N/A
Dividend
0.19%
EV/EBITDA
15.02
P/E
31.77
EV/Sales
7.33
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Micron FQ4 2025: MEETHINKS YOUSSA DOTH PROTEST TOO MUCH
MU (update - bearish): Author botched trading MU this year, calls stock 'black-tar heroin of semis.' Believes MU made catastrophic decision using internal DRAM-based logic for HBM4 base die vs competitors using real logic nodes. Claims MU can't economically yield 11 Gbps despite samples sent to NVDA.
Read full article (7 min)