MU MICRON TECHNOLOGY INC · NASDAQ · Semiconductors & Related Devices

What each lens says: crowd — 3 posts and 0 loud comments read bullish · funds — Coatue, Soros Fund opened or grew · Appaloosa, Bridgewater, Citadel cut or exited · press — 31 headlines read upbeat

no price series yet

What the readers say — 0 reads of posts over 50 upvotes, last 30 days

no reads yet — the model key is not set on the server

posts per day (height) and word-score mood (color), gated

Connected to MU — asked of the layer, served live

news.articles

references ×2 SK hynix Vs. Micron: The Memory Trade Isn't Done Rotating (NASDAQ:MU)

research.hypotheses

discusses ×1 hyp:basket:02aba524a033:20260907
discusses ×1 hyp:basket:04c95fca5879:20260919
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discusses ×1 hyp:basket:563917ffae6c:20261003
discusses ×1 hyp:basket:59115aef9eca:20260907

open the relational graph ↗

History of MU — the layer's log: every relationship that appeared, strengthened or faded

2026-10-03 22:50 strengthened references reddit:t3_1wsp1hm social.posts · ×16
2026-10-03 21:12 appeared discusses hyp:cluster:cb1fd2a8fe13:20261003 research.hypotheses · crossed the bar · ×1
2026-10-03 20:42 faded references 13f:0000899140-26-000547:595112103 funds.holdings · evicted by a cap · ×1
2026-10-03 20:42 appeared references news:7d27d7b7640148e7 news.articles · crossed the bar · ×1
2026-10-03 20:42 faded references news:bd725be2b85c93a8 news.articles · evicted by a cap · ×1
2026-10-03 20:42 appeared references news:7279137eec7cc727 news.articles · crossed the bar · ×1
2026-10-03 20:42 faded references news:fdc8ca16c843bb61 news.articles · evicted by a cap · ×1
2026-10-03 20:42 appeared references news:5b818541ee2bb2dc news.articles · crossed the bar · ×1
2026-10-03 20:42 strengthened references news:95a96934906e0aab news.articles · ×2
2026-10-03 20:42 faded references news:a2b2604402c36c33 news.articles · evicted by a cap · ×1
2026-10-03 20:42 appeared references news:cb25614b861d1f66 news.articles · crossed the bar · ×1
2026-10-03 20:42 strengthened references news:398bdee7bc5d5794 news.articles · ×2
2026-10-03 20:42 strengthened references news:187fc223a1720388 news.articles · ×2
2026-10-03 20:42 strengthened references news:a1ead3107a433c02 news.articles · ×2
2026-10-03 20:42 faded references news:f2d912f3b2aae804 news.articles · evicted by a cap · ×1
2026-10-03 20:42 appeared references news:31a8fd9581d19b0d news.articles · crossed the bar · ×1
2026-10-03 20:42 strengthened references news:05242fa73666d646 news.articles · ×2
2026-10-03 20:42 strengthened references news:4660be36cf69012b news.articles · ×2
2026-10-03 20:42 strengthened references news:e0ec79ff6dc5c006 news.articles · ×2
2026-10-03 20:42 strengthened references news:a6b2d8e740ef9c0b news.articles · ×2
2026-10-03 20:42 strengthened references news:23915821fe6fcb7f news.articles · ×2
2026-10-03 20:42 strengthened references news:ec30d1d7b45b698a news.articles · ×2
2026-10-03 20:42 faded references news:81346c64b80441ab news.articles · evicted by a cap · ×1
2026-10-03 20:42 appeared references news:0eb785f26ebfe147 news.articles · crossed the bar · ×1
2026-10-03 20:42 faded references news:ed73eff298bf3662 news.articles · evicted by a cap · ×1
2026-10-03 20:42 appeared references news:1d979d289571613a news.articles · crossed the bar · ×1
2026-10-03 20:42 faded references news:920d2889e3fa59f6 news.articles · evicted by a cap · ×1
2026-10-03 20:42 appeared references news:ff423bbaddbb82f3 news.articles · crossed the bar · ×1
2026-10-03 20:42 strengthened references news:14f8c50894396a4d news.articles · ×2
2026-10-03 20:42 strengthened references news:9d751ba43cb853db news.articles · ×2
2026-10-03 20:42 strengthened references news:8b1696c8b20434d4 news.articles · ×2
2026-10-03 20:42 strengthened references news:d7c6e93e9ff5c7bc news.articles · ×2
2026-10-03 20:42 strengthened references news:38342676c42528ca news.articles · ×2
2026-10-03 20:42 strengthened references news:c3a37743f6e9cc91 news.articles · ×2
2026-10-03 20:42 strengthened references news:4f5448a150b35706 news.articles · ×2
2026-10-03 10:41 strengthened references reddit:t3_1wulkby social.posts · ×8
2026-10-03 10:41 strengthened references reddit:t3_1wuhb6n social.posts · ×8
2026-10-03 06:37 strengthened references reddit:t3_1wsp1hm social.posts · ×8
2026-10-03 06:24 appeared discusses verdict:hyp:basket:04c95fca5879:20260919 research.verdicts · crossed the bar · ×1
2026-10-03 05:40 appeared discusses hyp:lead_lag:f0af8b5d5634:20261003 research.hypotheses · crossed the bar · ×1

The reads — each post's actual stance, by a language model

no reads yet for this ticker

Reddit posts — over 50 upvotes

post	⬆	flair	word score
r/wallstreetbets When Theta Gang reaches WSB levels of autism. $MU $120K	126	Gain	neutral
r/wallstreetbets $MU 1 million dollar earnings YOLO results	3256	YOLO	bullish
r/wallstreetbets $100 challenge Day 1	77	Loss	bullish
r/investing China’s CXMT Surges 466% in Asia’s Largest IPO of 2026	71		bullish
r/stocks Outlook for $MU and $DRAM	197	Company Discussion	bullish
r/stocks The next memory trade is still the memory trade (receipts from one year ago included)	183	Trades	bullish
r/wallstreetbets Leverage in South Korean chip stocks is out of control	1235	Discussion	bullish
r/wallstreetbets If $MU opens above 1250 I will get an MU tattoo	1070	Meme	neutral
r/wallstreetbets Thank You $MU ($14k -> $73k)	749	Gain	bearish
r/options Odds of an Avgo repeat with MU?	57		neutral
r/wallstreetbets Satya and Zuckerberg are incinerating capital	958	Discussion	bearish
r/wallstreetbets $15k to $78k this month	283	Gain	bullish

The comments — loudest in 30 days, over 10 upvotes

no loud comments naming this ticker yet

News

seen	headline	source
2026-10-03T12:30	Micron, Nike, Meta and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week	Benzinga
2026-10-03T12:00	Benzinga Bulls and Bears: Alphabet, Micron, Nike	Benzinga
2026-10-03T11:07	Bank of America resets Micron stock forecast as AI ‘memory tax’ rises	thestreet.com
2026-10-02T22:49	A 29-share award replaces a cash retainer for Micron (MU) director Teyin M. Liu.	Stock Titan
2026-10-02T22:49	A 29-share award replaces a cash retainer for Micron (MU) director Alexis Bjorlin.	Stock Titan
2026-10-02T22:46	In lieu of cash, Micron (MU) director Robert Holmes Swan receives 38 stock units.	Stock Titan
2026-10-02T22:03	Micron just sent a stark memory chip warning to tech stock investors	thestreet.com
2026-10-02T19:40	Micron: It's Different This Time - Buy At 6x Earnings Before AI Agents Rerate It (MU)	Seeking Alpha
2026-10-02T19:06	Micron: The $50 Billion CapEx Misconception (Why The Memory Floor Is Rising) (NASDAQ:MU)	Seeking Alpha
2026-10-02T16:16	Micron: The Memory Cycle Won't Last Forever (NASDAQ:MU)	Seeking Alpha
2026-10-02T15:28	Micron: A Top AI Chip Stock With Potential To Double On HBM Demand	Seeking Alpha
2026-10-02T14:19	Micron: More Great Earnings Don't Change Our Mind	Seeking Alpha
2026-10-02T13:00	Micron: It May Get Worse, Not Better	Seeking Alpha
2026-10-02T12:23	Correction: Top Midday Stories: Micron Shares Fall Despite Strong Earnings, Guidance; Broadcom to Lend Anthropic $42 Billion for Infrastructure Spending	Yahoo Finance
2026-10-02T10:48	Wall Street sets Micron (MU) stock price for 12 months	Finbold
2026-10-02T08:46	Micron Plans to Put Its Excess Cash Into Buybacks. Here's How Much of the Stock That Could Retire.	The Motley Fool
2026-10-01T19:20	Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1596.52, Implies 50% Upside	TradingView
2026-10-01T18:56	Micron Technology, Inc. (MU) Stock forecasts	Yahoo Finance Australia
2026-10-01T14:02	Micron at 6.6x Earnings: Bargain or Bubble Warning?	TIKR.com
2026-10-01T13:52	Why Micron’s big earnings report isn’t lifting the stock	marketwatch.com

Who holds it — the big funds' 13F reports, each manager's newest quarter

manager	position	shares	move vs prior quarter	as of
Appaloosa	$1,125M	975,000	decreased	2026-06-30
D. E. Shaw	$779M	675,526	decreased	2026-06-30
Two Sigma	$617M	535,173	decreased	2026-06-30
Millennium	$596M	517,125	decreased	2026-06-30
Citadel	$561M	486,379	decreased	2026-06-30
Coatue	$422M	365,631	increased	2026-06-30
Point72	$359M	311,683	decreased	2026-06-30
Renaissance Technologies	$244M	211,580	decreased	2026-06-30
Bridgewater	$134M	116,666	decreased	2026-06-30
Soros Fund	$25M	22,422	new	2026-06-30
Duquesne (Druckenmiller)	$0M	0	exited	2026-06-30

Insider trades — Form 4 open-market buys and sales

traded	filed	who	side	shares	price	value
no insider trades on record for this ticker

Congressional trades — House periodic transaction reports

traded	filed	member	type	owner	amount
2026-07-10	2026-07-10	Hon. Dan Newhouse WA04	purchase	SP	$1,001 – $15,000
2026-06-25	2026-06-25	Hon. Michael Rulli OH06	purchase	self	$1,001 – $15,000
2026-06-05	2026-07-02	Hon. Gilbert Cisneros CA31	sale_partial	self	$1,001 – $15,000
2026-05-21	2026-06-02	Hon. Josh Gottheimer NJ05	purchase	JT	$1,001 – $15,000
2026-05-15	2026-06-05	Hon. Gilbert Cisneros CA31	sale_partial	self	$1,001 – $15,000
2026-03-25	2026-04-06	Hon. Gilbert Cisneros CA31	purchase	self	$1,001 – $15,000
2026-03-24	2026-04-06	Hon. Dwight Evans PA03	sale	self	$15,001 – $50,000
2026-02-24	2026-03-06	Hon. Gilbert Cisneros CA31	purchase	self	$1,001 – $15,000
2026-02-10	2026-03-06	Hon. Gilbert Cisneros CA31	sale_partial	self	$1,001 – $15,000
2026-02-03	2026-02-03	Cleo Fields LA06	purchase	self	$100,001 – $250,000
2025-10-01	2025-11-01	Hon. Julia Letlow LA05	sale_partial	self	$1,001 – $15,000
2025-09-23	2025-09-23	Hon. Valerie Hoyle OR04	sale	SP	$1,001 – $15,000
2025-09-17	2025-10-01	Hon. Julia Letlow LA05	sale_partial	self	$1,001 – $15,000
2025-08-04	2025-08-13	Hon. Lisa McClain MI09	sale	SP	$1,001 – $15,000
2025-07-22	2025-08-13	Hon. Lisa McClain MI09	purchase	SP	$1,001 – $15,000
2025-04-14	2025-08-11	Hon. Julia Letlow LA05	purchase	self	$1,001 – $15,000
2025-04-08	2025-04-08	Hon. Rob Bresnahan PA08	sale	self	$1,001 – $15,000
2025-04-07	2025-05-06	Hon. Julie Johnson TX32	sale	JT	$1,001 – $15,000
2025-04-07	2025-04-25	Hon. Jefferson Shreve IN06	sale	self	$15,001 – $50,000
2024-12-18	2025-08-11	Hon. Julia Letlow LA05	purchase	self	$1,001 – $15,000
2024-10-29	2025-09-11	Hon. Valerie Hoyle OR04	purchase	SP	$1,001 – $15,000